Leading-edge nodes contributed 61% of wafer revenue as SG3 demand outpaced capacity; full-year capex guidance raised to $18B.
CHICAGO — Swargate Semiconductor reported revenue of $9.8 billion for the first quarter of fiscal 2026, up 34% year over year, with gross margin of 54.2% and diluted EPS of $0.92.
Leading-edge nodes (SG3 and SG5) contributed 61% of wafer revenue in the quarter. Demand for SG3 continued to outpace available capacity, supporting the decision to raise full-year capital expenditure guidance to $18 billion.
"The structural demand for advanced logic — driven by AI infrastructure — remains the strongest we have seen," said Marcus Chen, Chief Financial Officer.
About Swargate Semiconductor
Swargate Semiconductor Inc. (NASDAQ: SWGT) is a pure-play foundry headquartered in Chicago, Illinois, manufacturing advanced logic from automotive-grade 7nm to 2nm gate-all-around silicon across five fabs on three continents. Founded in 2021, Swargate serves customers in AI, mobile, automotive, and edge computing with 1.4 million wafer starts per year.
Media contact: press@swargate.example · +1 312 555 0140
