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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Amd今日照跌
呢個就肯定
分析C不嬲講反話/或者3,5,7年後先到價
Qualcomm (NASDAQ:QCOM) fiscal Q2
Revenue of $7.94B increases 52% Y/Y
Beating the consensus of $7.62B.
Non-GAAP EPS for the quarter
+116% Y/Y to $1.90
estimate of $1.67
Revenue of $7.94B increases 52% Y/Y
Beating the consensus of $7.62B.
Non-GAAP EPS for the quarter
+116% Y/Y to $1.90
estimate of $1.67
28/4
費城半導體指數 (SOX)
股價 3178.49 漲跌 ▼-47.12 漲幅 -1.46%
連登半導體指數 (LISI)
股價 1041.41 漲跌 ▼-14.85 漲幅 -1.41%
費城半導體指數 (SOX)
股價 3178.49 漲跌 ▼-47.12 漲幅 -1.46%
連登半導體指數 (LISI)
股價 1041.41 漲跌 ▼-14.85 漲幅 -1.41%
STMicroelectronics (NYSE:STM): Q1 GAAP EPS of $0.39 in-line.
Revenue of $3.02B (+35.4% Y/Y) beats by $100M.
Gross margin 39.0%; Operating margin 14.6%
Business outlook at the mid-point: Q2 net revenues of $2.9B and gross margin of 39.5%.
“We will drive the Company based on a plan for FY21 revenues of $12.1 billion, plus or minus $150 million, a year-over-year increase of 18.4% at the mid-point. This growth is expected to be driven by strong dynamics in all end markets we address and our engaged customer programs," commented Jean-Marc Chery, President & CEO.
Revenue of $3.02B (+35.4% Y/Y) beats by $100M.
Gross margin 39.0%; Operating margin 14.6%
Business outlook at the mid-point: Q2 net revenues of $2.9B and gross margin of 39.5%.
“We will drive the Company based on a plan for FY21 revenues of $12.1 billion, plus or minus $150 million, a year-over-year increase of 18.4% at the mid-point. This growth is expected to be driven by strong dynamics in all end markets we address and our engaged customer programs," commented Jean-Marc Chery, President & CEO.
三星電子首季盈利升逾40% 料晶片業務將有改善
南韓三星電子預計，今季晶片業務盈利將大幅改善，但移動業務預計會下跌，因為全球晶片短缺對業務有不同影響。三星電子首季盈利近9.4萬億韓元，按年升約45%，是2018年首季以來最好表現，亦好過公司之前預計，主要受惠手機業務盈利升66%，至4.4萬億韓元。三星電子表示，在美國德州的晶片廠，首季因冬季寒潮而關閉後，至今已全面恢復生產，但部份業務今季仍受之前生產中斷的影響。
南韓三星電子預計，今季晶片業務盈利將大幅改善，但移動業務預計會下跌，因為全球晶片短缺對業務有不同影響。三星電子首季盈利近9.4萬億韓元，按年升約45%，是2018年首季以來最好表現，亦好過公司之前預計，主要受惠手機業務盈利升66%，至4.4萬億韓元。三星電子表示，在美國德州的晶片廠，首季因冬季寒潮而關閉後，至今已全面恢復生產，但部份業務今季仍受之前生產中斷的影響。
Samsung:
The Memory Business saw a slight profit decline due to a downward trend in NAND prices and initial costs associated with ramping up new lines, despite overall decent demand backed by server and mobile products.
DRAM:
Demand for mobile stayed solid despite the weak seasonality due to releases of new 5G smartphones
Demand from PC remained strong
Likely to stay robust thanks to the expanding 5G market and related growth in content-per-box and
sever demand will continue to be strong backed by solid demand for cloud applications.
PC demand will stay solid as educational laptops enter peak seasonality
DRAM prices are expected to continue the upward trend through the second half of the year
strengthen technology competitiveness by applying EUV on multiple layers of the 14-nm DRAM
NAND:
Demand from mobile was robustly supported by strong smartphone sales along with rising demand and content-per-box.
Server SSD saw growth in demand compared to the previous quarter thanks to the base effect of weak demand in the previous quarter as major data center companies resumed storage investments.
Address the increase in demand for high-capacity SSD with 8TB or more
Accelerating migration to the industry’s only single-stack based 128-layer 6th generation 512Gb V-NAND
https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2021-results
The Memory Business saw a slight profit decline due to a downward trend in NAND prices and initial costs associated with ramping up new lines, despite overall decent demand backed by server and mobile products.
DRAM:
Demand for mobile stayed solid despite the weak seasonality due to releases of new 5G smartphones
Demand from PC remained strong
Likely to stay robust thanks to the expanding 5G market and related growth in content-per-box and
sever demand will continue to be strong backed by solid demand for cloud applications.
PC demand will stay solid as educational laptops enter peak seasonality
DRAM prices are expected to continue the upward trend through the second half of the year
strengthen technology competitiveness by applying EUV on multiple layers of the 14-nm DRAM
NAND:
Demand from mobile was robustly supported by strong smartphone sales along with rising demand and content-per-box.
Server SSD saw growth in demand compared to the previous quarter thanks to the base effect of weak demand in the previous quarter as major data center companies resumed storage investments.
Address the increase in demand for high-capacity SSD with 8TB or more
Accelerating migration to the industry’s only single-stack based 128-layer 6th generation 512Gb V-NAND
https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2021-results
the year of 半導體? 
28/4
費城半導體指數 (SOX)
股價 3202.50 漲跌 ▲24.01 漲幅 +0.76%
連登半導體指數 (LISI)
股價 1044.56 漲跌 ▲3.14 漲幅 +0.30%
費城半導體指數 (SOX)
股價 3202.50 漲跌 ▲24.01 漲幅 +0.76%
連登半導體指數 (LISI)
股價 1044.56 漲跌 ▲3.14 漲幅 +0.30%
29/4
費城半導體指數 (SOX)
股價 3202.50 漲跌 ▲24.01 漲幅 +0.76%
連登半導體指數 (LISI)
股價 1044.56 漲跌 ▲3.14 漲幅 +0.30%
KLA (NASDAQ:KLAC): Q3 Non-GAAP EPS of $3.85 beats by $0.23; GAAP EPS of $3.66 beats by $0.25.
Revenue of $1.8B (+26.8% Y/Y) beats by $50M.
Q4 2021 Guidance: Revenue expected to be in the range of $1.76 - $1.96B, vs. consensus of $1.78B; Adj. gross margin between 61% to 63%; GAAP EPS between $3.20 to $4.08; Non-GAAP EPS of $3.47 to $4.35, vs. consensus of $3.67.
Revenue of $1.8B (+26.8% Y/Y) beats by $50M.
Q4 2021 Guidance: Revenue expected to be in the range of $1.76 - $1.96B, vs. consensus of $1.78B; Adj. gross margin between 61% to 63%; GAAP EPS between $3.20 to $4.08; Non-GAAP EPS of $3.47 to $4.35, vs. consensus of $3.67.
Skyworks Solutions (NASDAQ:SWKS): Q2 Non-GAAP EPS of $2.37 beats by $0.02; GAAP EPS of $1.95 misses by $0.08.
Revenue of $1.17B (+52.7% Y/Y) beats by $20M.
“Based on robust demand for connectivity solutions in mobile and broad markets, we expect continued momentum and year-over-year growth into the June quarter,” said Kris Sennesael, senior vice president and chief financial officer of Skyworks. “Specifically, in the third fiscal quarter of 2021, we anticipate revenue to be between $1.075 billion and $1.125 billion with non-GAAP diluted earnings per share of $2.13 at the midpoint of our revenue range, representing revenue growth of 49% and non-GAAP diluted earnings per share growth of 70%, compared to the third fiscal quarter of 2020.”Revenue consensus of $1.07B, EPS consensus of $2.09 consensus.
Revenue of $1.17B (+52.7% Y/Y) beats by $20M.
“Based on robust demand for connectivity solutions in mobile and broad markets, we expect continued momentum and year-over-year growth into the June quarter,” said Kris Sennesael, senior vice president and chief financial officer of Skyworks. “Specifically, in the third fiscal quarter of 2021, we anticipate revenue to be between $1.075 billion and $1.125 billion with non-GAAP diluted earnings per share of $2.13 at the midpoint of our revenue range, representing revenue growth of 49% and non-GAAP diluted earnings per share growth of 70%, compared to the third fiscal quarter of 2020.”Revenue consensus of $1.07B, EPS consensus of $2.09 consensus.
Power Integrations (NASDAQ: POWI): Q1 Non-GAAP EPS of $0.76 beats by $0.20; GAAP EPS of $0.65 beats by $0.23.
Revenue of $173.7M (+58.4% Y/Y) beats by $24.14M.
Revenue of $173.7M (+58.4% Y/Y) beats by $24.14M.
Cirrus Logic (NASDAQ:CRUS): FQ4 Non-GAAP EPS of $0.66 misses by $0.05; GAAP EPS of $0.42 misses by $0.04.
Revenue of $293.5M (+5.1% Y/Y) misses by $8.84M.
GAAP and non-GAAP gross margin of 50.5 percent;
GAAP operating expenses of $123.4M and non-GAAP operating expenses of $106M.
Business Outlook – FQ1 2022- Revenue is expected to range between $240M-280M; GAAP gross margin is forecasted to be between 49-51%.
Revenue of $293.5M (+5.1% Y/Y) misses by $8.84M.
GAAP and non-GAAP gross margin of 50.5 percent;
GAAP operating expenses of $123.4M and non-GAAP operating expenses of $106M.
Business Outlook – FQ1 2022- Revenue is expected to range between $240M-280M; GAAP gross margin is forecasted to be between 49-51%.
WDC
做乜撚
說好的全世界都供不應求呢
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可能輸到shot 左
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特價時段
