Semiconductor Memory Q324 Revenue Close To Historic Highs Even As Decoupling Intensifies
Q324 DRAM $25.4 billion, +8.6% QoQ & +92.4% YoY. NAND was $17.9 billion, +9.8% QoQ & +93.6% YoY. Legacy markets sluggish while HBM and DDR5 are on...
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Intel Former CEO Craig Barrett Says Splitting Intel In Two Is A Bad Idea & Backs Gelsinger
Dr. Barrett claims splitting Intel in two would be bad for Intel & the US. Backs current CEO noting "he has precisely the right strategy and...
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Intel Q324. Restructuring & Impairment Charges Tank Gross Margin
Q324 $13.3 billion, +4% QoQ but -6% YoY. Q424 guide of $13.8 billion, +3.7% QoQ, but -10,4% YoY. Amazingly frank Q&A session with multiple reveals,...
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KLAC Q324. Heavy Emphasis On Leading Edge For Growth In 2025
Q324 $2.84 billion, +10.5% QoQ & +18.3% YoY. Q424 guide $2.95 billion, +4% QoQ & +18.6% YoY. CEO states "for years now, we've really had primarily...
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AMD Q324. Now Trading At Early 2022 Levels, Prior To The DC GPU Goldmine..
Q324 revenue $6.8 billion, +17% QoQ, +18% YoY. Q424 forecast $7.5 billion, +10% QoQ, +22% YoY. Share fall 8% after hours, now trading back at early...
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