ASML. Maintaining 2024 Guidance Despite Sharp Decline In New Bookings
Q124 revenues of €5.3 billion, in line, -27% QoQ & -21% YoY. Q224 guidance of €5.95 billion, -23% YoY > H2 will must be ++ versus H1.New orders of...
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Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
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Nanya. Tailwinds Mount Albeit Profits Still Elude
Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...
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TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...
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Intel's New Segment Reporting. Transparency Or Obfuscation?
Intel's newly minted Foundry P&L racked up losses of ~$17 billion over the past three years.It's not expected to hit breakeven until '27/'28. Share...
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