KLAC. Priced For Perfection In 2025 & Beyond
Q124 revenue $2.36 billion, -5% QoQ & -3% YoY. Current quarter guidance $2.5 billion, +6% QoQ, same YoY. China revenue rose to 42%, same as for...
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LRCX. Mounting Tailwinds Bode Well For 2025 & Beyond
Q124 revenues $3.79 billion, flat QoQ and YoY. Current quarter revenue guide also flat. China revenues up 2 points to 42%. I can see this becoming...
259 Views
AMD. It's A Marathon, Not A Sprint
Q124 revenues of $5.5 billion, -11% QoQ , +2% YoY. Q224 forecast $5.7 billion, +3.6% QoQ. Shares down 7% AH, down 35% from 52 week high. One senes...
299 Views
Siltronic Slashes 2024 Sales Forecast As Inventory Woes Worsen
Siltronic cut its 2024 sales revenue forecast by 10% just days ahead of their Q124 earnings release. It seems likely that Automotive end-market...
225 Views
Intel. Just Check Back In Again In 2026
Q124 revenue $12.7 billion, -17.5% QoQ but +9% YoY. Q224 forecast of $13 billion, vague promise of full year YoY growth & capacity constraints on...
302 Views