KLAC Q1'23 Earnings Report. So Far, So Good
Q1’23 revenues of $2.43 billion, down 17.5% sequentially and up 6.4% YoY. KLAC historically outperforms its peers during semi down cycles. This...
451 Views
LRCX. Memory Bites. Hard
With ~2x exposure to memory compared to its peers, LRCX is feeling the pain.Q1 revenues of $3.87 billion were -26.7% sequentially and -4.4% YoY....
634 Views
Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
691 Views
Micron Earnings Give Semi Market Outlook
Micron's just-announced revenues indicate trouble today for its peers and trouble next year for tool makers, but other sectors should fare much...
788 Views
Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls
The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks
336 Views