For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again
AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...
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SUMCO Despairs On Legacy Rebound, EVs, China, Visibility Etc...
There isn't much point in speculating about things we don't understand. We don't know whether it is a slow recovery or if there won't be a...
213 Views
Silicon Wafers Q324 Area Shipments, Revenue, EBIT, Outlook & More
Q324 silicon wafer area shipments in 3,214 MSI , +5.9% QoQ & +6.8% YoY. Top 4 revenues $2.5 billion, +0.5% QoQ & + 6.5% YoY. Top 4 EBIT $337...
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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...
144 Views