美股半導體集中討論區 III
路易四四一十六
1001 回覆
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Report出遲人地成個月 下下比人睇住黎食 對家唔好 呀婆都中你你好啦 屌
SOXL 真係睇吓升唔升得穿44/45 個位
nvidia 由上季升到依家, 只係跟大市跌一跌
都唔知咩位可以入
都唔知咩位可以入
qcom diversification越做越好
高J衰咗坐下冇問題
高J衰咗坐下冇問題
完全唔記得前日LRCX出業績
難怪堆equipment股跌到仆街
Lam Research (NASDAQ:LRCX)
Revenue +61% YoY to $4.15B, beating analyst estimates by $120M
Adjusted earnings per share of $8.09 topped estimates by $0.47.
Adjusted gross margin was 46.5% (46.6% consensus)
Operating margin was 32.6%.
Capital expenditures were up from $50.6M in last year's quarter to $104.6M as companies move to build capacity
“Lam continued its record performance in the June quarter, capping a fiscal 2021 with more than 45% revenue growth and an increase of over 70% in earnings per share,” says Lam Research President and CEO Tim Archer. “The combination of strong semiconductor demand and rising device complexity is driving higher levels of wafer fabrication equipment investment. Our technology differentiation and deep collaboration with customers position Lam to extend our leadership across all market segments.”
For FQ1, Lam guides for revenue of $4.3B plus or minus $250M and adjusted earnings per share $8.10 plus or minus $0.50. Analysts expected Lam to guide for $4.16B in sales and $7.68 EPS.
難怪堆equipment股跌到仆街
Lam Research (NASDAQ:LRCX)
Revenue +61% YoY to $4.15B, beating analyst estimates by $120M
Adjusted earnings per share of $8.09 topped estimates by $0.47.
Adjusted gross margin was 46.5% (46.6% consensus)
Operating margin was 32.6%.
Capital expenditures were up from $50.6M in last year's quarter to $104.6M as companies move to build capacity
“Lam continued its record performance in the June quarter, capping a fiscal 2021 with more than 45% revenue growth and an increase of over 70% in earnings per share,” says Lam Research President and CEO Tim Archer. “The combination of strong semiconductor demand and rising device complexity is driving higher levels of wafer fabrication equipment investment. Our technology differentiation and deep collaboration with customers position Lam to extend our leadership across all market segments.”
For FQ1, Lam guides for revenue of $4.3B plus or minus $250M and adjusted earnings per share $8.10 plus or minus $0.50. Analysts expected Lam to guide for $4.16B in sales and $7.68 EPS.
反而KLAC +10%
Total revenues were $1.93 billion, GAAP diluted EPS attributable to KLA was $4.10 and non-GAAP diluted EPS attributable to KLA was $4.43, each finishing above the mid-point of guidance ranges
- Cash flow from operations for the quarter and fiscal year was $465.6 million and $2.19 billion and free cash flow was $410.2 million and $1.95 billion, respectively;
- Capital return for the quarter and fiscal year was $439.1 million and $1.50 billion, respectively;
- KLA's Board of Directors approved a 17% increase in the quarterly dividend level to $1.05 per share and approved $2 billion for additional share repurchases.
First Quarter Fiscal 2022 Guidance
The following details our guidance for the first quarter of fiscal 2022 ending in September:
Total revenue between $1,920 million to $2,120 million
GAAP gross margin is expected to be in a range of 59.4% to 61.5%
Non-GAAP gross margin is expected to be in a range of 61.5% to 63.5%
GAAP diluted EPS attributable to KLA is expected to be in a range of $3.76 to $4.64
Non-GAAP diluted EPS attributable to KLA is expected to be in a range of $4.01 to $4.89
Total revenues were $1.93 billion, GAAP diluted EPS attributable to KLA was $4.10 and non-GAAP diluted EPS attributable to KLA was $4.43, each finishing above the mid-point of guidance ranges
- Cash flow from operations for the quarter and fiscal year was $465.6 million and $2.19 billion and free cash flow was $410.2 million and $1.95 billion, respectively;
- Capital return for the quarter and fiscal year was $439.1 million and $1.50 billion, respectively;
- KLA's Board of Directors approved a 17% increase in the quarterly dividend level to $1.05 per share and approved $2 billion for additional share repurchases.
First Quarter Fiscal 2022 Guidance
The following details our guidance for the first quarter of fiscal 2022 ending in September:
Total revenue between $1,920 million to $2,120 million
GAAP gross margin is expected to be in a range of 59.4% to 61.5%
Non-GAAP gross margin is expected to be in a range of 61.5% to 63.5%
GAAP diluted EPS attributable to KLA is expected to be in a range of $3.76 to $4.64
Non-GAAP diluted EPS attributable to KLA is expected to be in a range of $4.01 to $4.89
訓過龍 ON勁到癲
ON Semiconductor (NASDAQ
N): Q2 Non-GAAP EPS of $0.63 beats by $0.14; GAAP EPS of $0.42 beats by $0.07.
Revenue of $1.67B (+38.0% Y/Y) beats by $50M.
Adjusted gross margin was 38.4% v. consensus of 36.8%.
ON Semiconductor (NASDAQ
N): Q2 Non-GAAP EPS of $0.63 beats by $0.14; GAAP EPS of $0.42 beats by $0.07.Revenue of $1.67B (+38.0% Y/Y) beats by $50M.
Adjusted gross margin was 38.4% v. consensus of 36.8%.
Google話Pixel 6唔用Snapdragon
搞到Qcom直插，拖累埋NDX
搞到Qcom直插，拖累埋NDX
自製CPU
yes
Mu居然有息派
個CFO搞撚笑
應該係台積電
Google啲TPU都係台積電
Google啲TPU都係台積電
之前傳Samsung
搵Samsung 就利好Samsung
搵TSM 就利好Google
搵TSM 就利好Google
笑到我仆街
Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
...
According to data from mainland experts, the total market cap of China’s A-shares and photoresist-related companies has reached nearly $88B. China’s photoresist is entirely imported. For reference, the two Japanese firms that dominate this market and are valued at roughly $10B. The two firms, JSR Corporation (4185) and Tokyo Ohka Kogyo (TOK) (4186) control roughly 75% of the photo-resist market as well as a wide array of other chemical related businesses. SK Materials, a South Korean firm, is also entering the photoresist market. This is because of a trade spat between Japan and South Korea that involved the weaponization of the Japanese dominance in this sector.
...
The battle started with Chen Hang talking up Chinese photoresist, but Yang quickly put him down by correctly stating it is unusable. Given he is the subject matter expert, we are going to side with him. It got pretty heated with statements such as “How old are you?”, “You know too little", and "You go and ask all the domestic lithography workers, I dare not say that" being thrown around.
https://semianalysis.substack.com/p/fears-for-chinese-semiconductor-capital
Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts
...
According to data from mainland experts, the total market cap of China’s A-shares and photoresist-related companies has reached nearly $88B. China’s photoresist is entirely imported. For reference, the two Japanese firms that dominate this market and are valued at roughly $10B. The two firms, JSR Corporation (4185) and Tokyo Ohka Kogyo (TOK) (4186) control roughly 75% of the photo-resist market as well as a wide array of other chemical related businesses. SK Materials, a South Korean firm, is also entering the photoresist market. This is because of a trade spat between Japan and South Korea that involved the weaponization of the Japanese dominance in this sector.
...
The battle started with Chen Hang talking up Chinese photoresist, but Yang quickly put him down by correctly stating it is unusable. Given he is the subject matter expert, we are going to side with him. It got pretty heated with statements such as “How old are you?”, “You know too little", and "You go and ask all the domestic lithography workers, I dare not say that" being thrown around.
https://semianalysis.substack.com/p/fears-for-chinese-semiconductor-capital
成副身家買哂半導體etf
信未來愈來愈需要半導體
但諗緊有咩風險
啲人話量子力學可能會取代半導體
咁量子唔係靠半導體做咖咩？
信未來愈來愈需要半導體
但諗緊有咩風險
啲人話量子力學可能會取代半導體
咁量子唔係靠半導體做咖咩？
想入多隻
本身有asml soxx
Amat 好唔好
本身有asml soxx
Amat 好唔好
Asml amat都係做設備
所以一隻就夠?
TSM 妹到幾時?
110- 120 妹左8個月. 小佢老味.
110- 120 妹左8個月. 小佢老味.
睇你自己中意邊隻多d
soxx都包哂咁多隻 夠哂分散
soxx都包哂咁多隻 夠哂分散