Skyworks Solutions stopped paying dividends to fund its $2 billion Qorvo merger, despite beating earnings estimates but facing revenue decline and customer concentration risks. Qualcomm, meanwhile, continued raising its dividend, supported by strong growth in automotive and data center segments offsetting a 20% drop in handset revenue. Qualcomm's diversification and steady dividend history make it a more reliable income stock, while Skyworks now depends heavily on merger success and one major customer. Investors should watch Qualcomm's upcoming hyperscaler chip deals and Skyworks' merger progress for future income stability.
Skyworks Solutions shares are down 2.47% at USD 81.84 on Pluang, reflecting some investor caution as of Oct 07, 2026 00:11 WIB. Qualcomm shares are relatively stable with a slight 0.09% gain, trading at USD 180.96, showing steadier investor confidence amid its dividend increases and diversified revenue streams.
Skyworks Solutions completed its merger with Qorvo, creating a combined RF chipmaker that Jim Cramer recommends as a buy despite challenges in the cellphone chip market. The company cut its dividend and took on $2 billion in acquisition debt to fund ...
Skyworks Solutions is rated a Buy with a price target of $123.11, implying about 40% upside from its current price. The merger with Qorvo is expected to solve scale and market exposure issues by expanding the customer base and generating at least $50...
