Fabless Semiconductors

Semiconductor businesses that design integrated circuits, SoCs, GPUs, FPGAs, custom accelerators (XPUs), networking silicon, RFFE, power-management and analog ICs, and outsource wafer fabrication to third-party foundries (TSMC, Samsung Foundry, GlobalFoundries, UMC, SMIC). Front-end masks and assembly are also typically outsourced; the issuer's economic moat is design IP, software stack (CUDA, ROC

Each company on its own headline number

Ticker	Company	Their metric	Period	YoY	A year ago
FTCI	FTC Solar, Inc.	Contracted backlog	FY2026-Q2	+19.1%	-6.9%
SHLS	Shoals Technologies Group, Inc.	Backlog and Awarded Orders	FY2026-Q2	+19.4%	+4.5%
GSIT	GSI Technology, Inc.	Semi-Quad sales as a percentage of shipments	FY2026-Q3	+2.6 pts	-7.8 pts
MX	Magnachip Semiconductor Corporation	Days in inventory	FY2026-Q2	+0.0%	+6.6%
PENG	Penguin Solutions, Inc.	Cash conversion cycle	FY2026-Q2	-11.6%	-12.2%
IPWR	Ideal Power Inc.	Issued B-TRAN Patents	FY2026-Q2	+9.4%	+10.3%

Where they use the same metric

• Non-GAAP diluted earnings per share — reported by 8 of 74
• Non-GAAP gross margin — reported by 7 of 74
• Non-GAAP net income — reported by 7 of 74
• Adjusted earnings before interest, taxes, depreciation and amortization — reported by 6 of 74
• Non-Generally Accepted Accounting Principles operating income — reported by 5 of 74
• Non-Generally Accepted Accounting Principles net income — reported by 5 of 74
• Non-generally accepted accounting principles gross margin — reported by 5 of 74
• Non-generally accepted accounting principles operating expenses — reported by 5 of 74

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.