Microchip Technology outlines Q4 revenue guidance of $920M-$1B amid inventory reductions and strategic transitions
Blayne Curtis, Jefferies, inquired about gross margin recovery. Sanghi emphasized the 53% midpoint guidance for Q4 gross margin, even with low factory utilization, and reiterated confidence in ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant ...
Deep Dive Into Skyworks Solutions Stock: Analyst Perspectives (19 Ratings)
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $79.95, ...
Arm's Rising Royalties and v9 Adoption Strengthen Market Position, Analysts Say
Wall Street analysts raised ratings for Arm Holdings after an upbeat quarterly report. Revenue beat estimates, but stock fell ...
Entegris outlines 6.5% revenue growth target for 2025 with focus on advanced nodes and AI
Entegris provided a 2025 revenue target of $3.4 billion at the midpoint, representing a 6.5% pro forma increase. EBITDA is expected to exceed 29%, and non-GAAP EPS is projected to be at or above $3.25 ...
Q1 2025 Skyworks Solutions Inc Earnings Call
Liam Griffin; Chairman of the Board, President, Chief Executive Officer; Skyworks Solutions Inc Kris Sennesael; Chief Financial Officer, Senior Vice President; Skyworks Solutions Inc Good afternoon ...