Wednesday, October 28 brought third-quarter numbers from nine chip and component names, from a foundry in Hsinchu to an MRAM maker in Arizona. AI data center demand ran through most of them. Two went the other way. Here’s the day in one place.
Amphenol Q3 2026
Ticker: NYSE: APH
Reported: Wednesday, October 28, before the open
Sales hit a record $10.2 billion, up 65%, and 37% organically. Orders came in at $12.2 billion for a book-to-bill of 1.19. Adjusted EPS was $0.80, up 74%, on a split-adjusted basis after the two-for-one split, with adjusted operating margin at 29.7%. CEO Adam Norwitt pointed to “exceptional organic growth” in IT datacom. The quarterly dividend goes up 20% to $0.15, and a new three-year, $4 billion buyback starts January 1. Fourth-quarter guidance is $10.3 billion to $10.5 billion in sales and $0.81 to $0.83 in adjusted EPS.
UMC Q3 2026
Ticker: NYSE: UMC, TWSE: 2303
Reported: Wednesday, October 28
Revenue was NT$74.24 billion (US$2.32 billion), up 8.0% from the second quarter and 25.6% from a year ago. Gross margin was 34.0% and net income NT$16.43 billion, or NT$1.32 a share. Wafer shipments set a record above 1.2 million 12-inch equivalents, utilization hit 92%, and 22nm reached a record 18.3% of wafer sales. CEO Jason Wang cited a strong recovery in 8-inch and busy advanced packaging and silicon photonics engagements. For Q4, UMC sees shipments up low single digits, firm dollar pricing and a similar gross margin. The board also approved about US$3.2 billion of extra capex on top of the US$2.0 billion 2026 budget.
Littelfuse Q3 2026
Ticker: NASDAQ: LFUS
Reported: Wednesday, October 28
Sales were a record $767 million, up 22% organically, even after a one-time $28.5 million hit from a Dortmund contract amendment. Adjusted EPS nearly doubled to $5.79 and free cash flow rose 64% to $216 million. Electronics grew 27% organically, with passives up 30%. Industrial sales rose 65%, helped by the Basler acquisition and data center and grid demand. Q4 guidance is $750 million to $770 million in sales and $5.05 to $5.25 in adjusted EPS.
Universal Display Q3 2026
Ticker: NASDAQ: OLED
Reported: Wednesday, October 28, after the close
Revenue rose 15% to $160.4 million. The split matters here. Royalty and license fees jumped 42% to $75.5 million, while material sales slipped 4% to $79.7 million. Net income was $1.72 a share, but $1.23 excluding a venture investment gain. The company still expects 2026 revenue near the low end of its $630 million to $670 million range and declared a $0.50 dividend. Apple’s tandem OLED MacBook Pro, announced the same day, is the kind of design win this business lives on.
Cohu Q3 2026
Ticker: NASDAQ: COHU
Reported: Wednesday, October 28, after the close
Revenue rose 37% to $173 million and bookings more than doubled, up 126%, with systems bookings up 318%. Non-GAAP gross margin was 45.7% and non-GAAP EPS $0.43. Cohu is shipping HBM3 and HBM4 inspection systems to a US customer and lifted its 2026 high-performance compute revenue outlook to about $120 million. Q4 guidance is about $178 million, and management sketched 30% to 40% revenue growth for 2027.
Benchmark Electronics Q3 2026
Ticker: NYSE: BHE
Reported: Wednesday, October 28, after the close
Revenue was a record $811 million, up 19%, and non-GAAP EPS rose 35% to $0.84. Semi-cap was the largest sector at $241 million, 30% of sales. Non-GAAP operating margin improved to 5.5%. Benchmark now sees full-year revenue growth of about 16%, above the $3 billion level it set in July, and guided Q4 to $815 million to $855 million with non-GAAP EPS of $0.85 to $0.91.
Impinj Q3 2026
Ticker: NASDAQ: PI
Reported: Wednesday, October 28, after the close
Revenue rose about 17% to $112.1 million, with record endpoint IC revenue. GAAP net income was $4.7 million, against a loss a year ago, and non-GAAP EPS was $0.69. CEO Chris Diorio credited the M800 chips, steady retail demand and Gen2X. The Q4 guide steps down to $104 million to $107 million in revenue and $0.55 to $0.60 in non-GAAP EPS.
Everspin Q3 2026
Ticker: NASDAQ: MRAM
Reported: Wednesday, October 28, after the close
Revenue rose 47% to $20.6 million, with MRAM product sales at $16.9 million and licensing and royalties at $3.7 million. Growth came from industrial automation, data center, medical and energy management. Non-GAAP EPS doubled to $0.12, but the GAAP line showed a $7.2 million loss after $6.0 million of litigation costs and a $2.7 million regulatory provision. Q4 guidance is $21.5 million to $22.5 million in revenue.
Parade Technologies Q3 2026
Ticker: TWSE: 4966
Reported: Wednesday, October 28
The odd one out. Revenue fell 2.7% from the second quarter and 10.5% from a year ago to $130.8 million, and EPS dropped to $0.24 from $0.35. The Q4 guide is weaker still at $95 million to $105 million, with gross margin of 41% to 45%. The quarter’s product news was USB4 dock and hub wins and linear redrivers qualified for 2 to 4 meter copper data center cables.
The Day in Short
- Raised or record: Amphenol, Littelfuse, Benchmark, Cohu, UMC
- Mixed: Universal Display (royalties up, materials down), Everspin (strong non-GAAP, GAAP loss)
- Softer guide: Impinj, Parade Technologies