KLAC @ JPM 54th Annual TMC 2026. Key Takeaways & Full Transcript
2027 visibility is very good. I've been CFO here since 2013. I can't recall this level of visibility into the next year in the early May timeframe.
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Latest Semiconductor & WFE Sales Data Implies Stabilising Environment Though Recovery Still Eludes
Semiconductor sales for March 2019 amounted to $32.3 billion, down 1.8% sequentially, but substantially less than the greater than 7% MoM declines...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
646 Views
U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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Applied Materials @ JPM 54th Annual TMT. Key Takeaways & Full Transcript
AGS long-term growth target was raised from low double-digit CAGR to sustainable mid-teens, and Deane signaled potentially above mid-teens this...
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