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 LRCX. ASML 49%. How does this end well?
What is covered in the Full Insight:
Q124 Revenue Performance
Strategy Shift and Future Implications
Present and Future Sales in China
Opportunities in Advanced Packaging
Final Remarks and Speculations
SUMMARY
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