Until the third decade of October, TSMC was only able to present the results of the third quarter and formed its forecast for the fourth based on contradictory theses. If demand for 3nm products and components for artificial intelligence systems...
analytics
Chinese chipmakers are being forced to stock up on equipment due to tightening sanctions restrictions, some of which will come into effect in January next year. The growth in demand in this direction was felt not only by the Dutch ASML, but also by...
The management of the Chinese company SMIC, which presented its third quarter results yesterday, made several important statements regarding the processes currently being observed in the industry. First, the company is poised to increase capital...
Japanese group Sony sticks to the rhythm of quarterly reporting typical of its local business and this week announced results for the next three-month period. In the company’s second fiscal quarter, Sony reported a 29% decline in operating...
The leadership of the Chinese company CATL in the global market of lithium batteries for electric vehicles has long been established, and therefore the latest report from SNE Research could only attract attention in connection with the expansion of...
For the British company Arm, which recently went public on the American stock exchange last quarterly report was the first after this event, and difficult macroeconomic conditions did not allow to satisfy investors. The sales forecast for the...
Statements from the management of the two largest memory chip manufacturers last week were enough for analysts to confidently declare that the market has bottomed out and the conditions for further recovery have been created. At the same time...
On October 1, NXP Semiconductors closed its third quarter with revenue of $3.43 billion, beating analysts’ expectations of $3.4 billion. Proof of the revival in demand for smartphones was NXP’s steady 33% revenue growth in the mobile...
In November, formal reasons for selling electronics were invented not only by Western but also Chinese marketers, so the fourth quarter is usually a period of sales growth for suppliers when the economy is stable. The Taiwanese company Foxconn...
South Korea’s Samsung Electronics is the world’s largest memory maker and one of the latest to begin reducing production volumes of NAND chips to provoke a price rise after a prolonged decline. This quarter, the company decided to...
For Apple, the past quarter was the fourth consecutive period in which the company’s sales fell, although they formally exceeded analysts’ expectations. The situation was aggravated by the weak forecast for the current quarter, as a...
Qualcomm’s quarterly report became an example of a situation in which the failures of the past reporting period fade into the background for investors when they see optimistic signals about the future. Guidance for the current quarter calls...
The third quarter results for AMD were not very informative in terms of the dynamics of key financial indicators, but the company tried to encourage investors with its expectations for the delivery of computing accelerators next year. If this...
The predominance of negative trends in Samsung’s financial reports, which are highly dependent on the state of the memory market, did not stop investors from finding reasons for optimism. At least the company’s operating profit last...
As the largest supplier of HBM memory chips, the South Korean company SK hynix has so far retained the exclusive rights to supply NVIDIA accelerators for artificial intelligence systems. Current statistics show that the company is overwhelmed with...
Tonight, Apple will unveil new computers based on processors of its own design, including iMac all-in-one PCs and MacBook Pro laptops based on the latest generation M3 chips. Analysts expect Apple’s computer sales to rise about 5% this quarter...
In the third quarter of 2023, smartphone sales in China fell 3% year-on-year. Experts say the drop in sales suggests the bottom has been reached and the economic recovery could begin. The performance of major OEMs has changed significantly year-over...
Intel’s quarterly reports and accompanying statements from company management contained many positive signals for investors, and as trading began on Friday, there were those ready to hang on to every single one of them. As a result, Intel...
In the most recent quarter, Intel managed to exceed its own expectations in terms of revenue, profit margin and earnings per share. In the client segment, revenue grew 16% quarter-over-quarter, exceeding management expectations for the third quarter...
Over the past twelve months, Alphabet’s quarterly revenue growth rate has been measured in the single digits, so last quarter’s results bucked that trend, showing an 11% increase in revenue to $76.69 billion. At the same time in the...
