Intel's Foundry Chief Runs For The Hills
Intel foundry gets a new chief, its third in as many years. The speed of the transition suggests that this was not a long & carefully planned out...
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TSMC Surges As April Revenue Soars 60% YoY
April revenue ~NT$236.02 billion, +20.9% MoM & + 59.6% YoY. Second highest monthly revenue ever. April YoY Taiwan monthly comps green across the...
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KLAC. Priced For Perfection In 2025 & Beyond
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...
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LRCX. Mounting Tailwinds Bode Well For 2025 & Beyond
Q124 revenues $3.79 billion, flat QoQ and YoY. Current quarter revenue guide also flat. China revenues up 2 points to 42%. I can see this becoming...
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AMD. It's A Marathon, Not A Sprint
Q124 revenues of $5.5 billion, -11% QoQ , +2% YoY. Q224 forecast $5.7 billion, +3.6% QoQ. Shares down 7% AH, down 35% from 52 week high. One senes...
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