What smart money is saying about Skyworks Solutions, Inc.
3 funds in our archive have pitched Skyworks Solutions, Inc. — most recently Vulcan Value Partners Multi-Strategy Equity Portfolios in September 2026.
Skyworks Solutions, Inc., together with its subsidiaries, develops, manufactures, and markets analog and mixed-signal semiconductor products and solutions in the United States, Taiwan, China, South Korea, Europe, the Middle East, Africa, and the Asia Pacific. The company offers amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, wireless ASoC, DC/DC converters, demodulators, detectors, digital power isolators, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, and optocouplers/optoisolators. It also provides phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, ProSLIC family of subscriber line interface circuits, receivers, system in package, switches, synthesizers, timing devices, voltage-controlled oscillators/synthesizers, and voltage regulators. The company sells its products through direct sales force, electronic component distributors, and independent sales representatives. Its products are used in aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet, and wearables applications. The company was founded in 1962 and is headquartered in Irvine, California.
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Position history
Between Q2 2025 and Q3 2026, 7 fund letters reported a position in Skyworks Solutions, Inc. — 6 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 4 | 0 | 2 |
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 0 | 1 | 0 |
Fund activity · 7 positions · 7 moves
- September 2026
“We purchased three positions during the quarter: Tyler Technologies, Inc., NICE Ltd., and Skyworks Solutions, Inc.”
Skyworks Solutions, Inc. - New positionAntipodes Global Value FundSeptember 2026
“Skyworks (Entry): Analog and mixed-signal semiconductor manufacturer Skyworks pairs a diversification turnaround with a consolidation catalyst.”
Skyworks Solutions, Inc. - New positionAntipodes Global Value Fund (PIE)September 2026
“Skyworks (Entry): Analog and mixed-signal semiconductor manufacturer Skyworks pairs a diversification turnaround with a consolidation catalyst.”
Skyworks Solutions, Inc. - New positionAntipodes Global Value Active ETFSeptember 2026
“Skyworks (Entry): Analog and mixed-signal semiconductor manufacturer Skyworks pairs a diversification turnaround with a consolidation catalyst.”
Skyworks Solutions, Inc. - New positionAntipodes Global FundJune 2026
“Qorvo and Skyworks Solutions (Entry): We have continued to lean into a cluster of analog, power, RF (radio frequency) and specialty-semiconductor names over the Quarter.”
Skyworks Solutions, Inc. - September 2025
“In the quarter, we also added to consumer products company Spectrum Brands, and smartphone component supplier Skyworks Solutions, on valuation.”
Skyworks Solutions, Inc. - June 2025
“● Exited: Skyworks Solutions, Inc. (SWKS) – Sold remaining position reflecting greater competition, client concentration, and recent management changes.”
Skyworks Solutions, Inc.
Fund coverage · 3 theses
- Vulcan Value Partners Multi-Strategy Equity PortfoliosSeptember 2026
Skyworks Solutions, Inc. makes RF semiconductors and is favored for synergies from its Qorvo acquisition and upside from a discounted valuation.
Read the full thesis - Antipodes Global Value FundSeptember 2026
Skyworks combines cash-generative handset exposure with a diversification strategy and merger synergies that could expand into faster-growing end markets.
Read the full thesis - Antipodes Global FundJune 2026
Skyworks Solutions is an RF semiconductor supplier with structural growth opportunities, resilient economics, and merger-related scale and cost benefits.
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