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Tokyo Electron Ltd Unsp Adr (TOELY US)
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61
Analysis
Information Technology
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Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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bearish
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KLA-Tencor Corp
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30 Jan 2024 17:10
KLAC. Looks a Lot Like LRCX!
Q423 $2.49 billion, +3.6% QoQ, -15.6% YoY. Net income was $583 million, down $158 million QoQ. Q124 guidance of $2.3 billion, -8% QoQ -5% YoY,...
William Keating
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250 Views
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bullish
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ASML Holding NV
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25 Jan 2024 16:53
ASML Guides Q124 Down 27% QoQ, Shares Surge >8%. What Gives?
Q423 revenues of €7.2 billion, + 7.5% QoQ. Q124 guided at €5.25 billion, - 27% QoQ. Reiterated '24 guidance flat YoY. Share surge >8% overnight....
William Keating
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387 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Jan 2024 17:49
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
Andrew Lu
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2.1k Views
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bullish
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Thematic (Sector/Industry)
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31 Oct 2023 20:38
What Sep US SEMI Equipment and Aug SIA/WSTS Global Sales Y/Y Discrepancy Tells Us?
Sep US SEMI Equipment and Aug SIA/WSTS Global Sales Y/Y Discrepancy Tells Us global semi vendors are consuming earlier overbuilt inventories first...
Andrew Lu
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556 Views
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bearish
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Taiwan Semiconductor (TSMC) - ADR
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18 Oct 2023 09:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
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467 Views
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