Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34 billion represents yet another big bet on semis future.
SUMMARY
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.