One-sentence summary
Compares three chipmakers' Q3 2026: Intel revenue +21% yet a 28% crash on weak guidance, OSAT Amkor at a record $1.99B, and STMicroelectronics at $3.757B with 37.3% gross margin.
What Is Compared
- Intel: IDM, Q3 GAAP revenue $16.5B up 21%, but Q4 guidance missed.
- Amkor: Outsourced semiconductor assembly/test, Q3 net sales $1.99B, record Computing and Auto.
- STMicroelectronics: IDM, Q3 revenue $3.757B, gross margin 37.3%.
Key Parameters
| Dimension | Intel | Amkor | STMicroelectronics |
|---|---|---|---|
| Q3 revenue | $16.5B (+21%) | $1.99B | $3.757B |
| Net income | $3.32B (-18%) | $191M | — |
| Gross margin | Q4 non-GAAP guide 38.0% | — | 37.3% |
| Diluted EPS | $0.60 | $0.76 | — |
| Highlight | Data center +80% | Record Computing/Auto | — |
| Stock reaction | -28% on Oct 30 | Steady | — |
Key Differences
Within the same cycle, OSAT Amkor set records on AI and auto demand, while Intel was dragged by weak client PCs and a fab incident, triggering a guidance shock. ST held a ~37% gross margin, reflecting steadier mature-node and automotive-industrial demand.
Sources
- Intel IR: Q3 2026 Earnings Release
- Amkor SEC: Q3 2026 Results
- ST IR: Q3 2026 Financial Results