bearish

Applied Materials ICAPS Grows Strongly But Leading Logic Ruins The Party

420 Views19 May 2023 18:31
Q1’23 revenues of $6.63 billion, up 6 % YoY, down 2% QoQ. Q2'23 revenues of $6.15 billion, down 7.2% QoQ.Tool push outs & cancellations spreading to leading logic customers. That's not a good sign.
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William Keating
Semiconductor & Technology Specialist
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Information TechnologyEquitiesThematic (Sector/Industry)
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