Morgan Stanley Previews Semiconductor Earnings: Broadcom, Ambarella, and Skyworks Outlook

Morgan Stanley released a weekly semiconductor report ahead of upcoming earnings. Broadcom's AI revenue is projected to reach $21.2 billion in Q4, though market expectations remain high. Ambarella continues to see growth in its automotive sector with a clear long-term strategy for edge AI. Skyworks has secured the entire RF front-end share for Google Pixel, with the agreement extended through 2030. Morgan Stanley maintains overweight ratings for Broadcom and Ambarella, and a neutral rating for Skyworks.