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Chip manufacturing equipment supplier Lam Research forecast second-quarter revenue slightly below Wall Street estimates on Wednesday due to weak memory chip demand, even though its China business continues to boom.
Reuters
Contract chipmaker GlobalFoundries on Tuesday forecast third-quarter revenue below analysts' estimates as the global semiconductor industry battles a supply glut, sending the company's shares about 3% lower in trading before the bell.
Reuters (via Yahoo! Finance)
Texas Instruments suffered its first sales decline since 2020 and gave a tepid forecast for the current quarter, hit by an industry slump.
Bloomberg
Texas Instruments forecast first-quarter revenue and profit largely below Wall Street targets on Tuesday, as an economic downturn threatens to shackle demand from the chipmaker's so far resilient markets.
Reuters
A weak memory market and US sanctions on China semiconductor producers are driving factors behind the expected 19% drop in semiconductor capital spending in 2023.
IC Insights
The growth is expected to temper in 2023 due to challenging macroeconomic conditions but is forecast to rebound in the years that follow on strong demand for semiconductors used in data center, automotive and industrial applications.
SEMI
Toshiba, which is exploring options for a buyout, cut its profit forecast for the year ending March to 125 billion yen from 170 billion yen.
Reuters
Broadcom forecast fourth-quarter revenue above estimates on Thursday as the semiconductor company expects resilient demand from businesses going digital to help it weather a likely chip industry slowdown.
Reuters
HP reported quarterly sales that missed estimates and reduced its annual profit forecast on falling demand for personal computers and printers, especially among consumers. The shares fell in extended trading.
Bloomberg
Despite the challenging macroeconomic and geopolitical situation, Infineon has reported another robust quarter with revenue of ??,618 million, up 10% sequentially and 33% year over year, in the third quarter of its fiscal year 2022. The Munich, Germany-based chipmaker has raised its revenue forecast for the full year 2022.
EE Times
Texas Instruments tumbled in late trading Tuesday after China's ongoing Covid-19 lockdowns crimped the company's sales and profit forecasts, with the restrictions idling factories and slowing shipments.
Bloomberg
The previous 4.7% growth forecast has been cut to 2.5% due to "the impact of the war and related policies", said WTO boss Dr Ngozi Okonjo-Iweala.
BBC News
On the call, Intel Chief Executive Pat Gelsinger told analysts that the company has "a lot of catching up to do" in building out capacity, or "shells," to address supply constraints.
MarketWatch
Microsoft doesn't disclose Azure revenue in dollars. but said there will be a sequential growth acceleration in constant currency in the current quarter for Azure.
CNBC
JP Morgan on Tuesday became the second brokerage in two weeks to cut its forecast for Apple's iPhone sales for the crucial holiday quarter as the global chip shortage and factory closures in Asia finally catch up to the technology giant.
Reuters
Micron Technology forecast current-quarter revenue below analysts' expectations and warned that shipments for its memory chips were set to dip in the near term as its customers making personal computers face shortages of other parts.
Reuters
Applied Materials, the biggest maker of machinery used to manufacture semiconductors, topped earnings estimates and gave a rosy forecast in the latest sign that the chip boom is going strong.
Bloomberg
Advanced Micro Devices gave a bullish third-quarter sales forecast, indicating it's gaining market share from Intel in the lucrative market for server chips.
Bloomberg
Texas Instruments gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-lived. The stock fell in extended trading.
Bloomberg
Applied Materials gave a bullish forecast for the current quarter boosted by orders from chipmakers rushing to add capacity to meet a flood of demand for their products.
Bloomberg
Micron Technology on Wednesday forecast fiscal third-quarter revenue above Wall Street estimates due to a rise in demand for memory chips thanks to 5G smartphones and artificial intelligence software that is pushing memory chip prices upward.
Reuters
Shares of Micron Technology rose 1.8% in Wednesday morning trading after the company updated its fiscal second-quarter outlook with a more upbeat profit and revenue forecast.
MarketWatch
Electric-car maker Fisker said on Wednesday it will collaborate with Foxconn on an electric vehicle project and forecast that production would start in the fourth quarter of 2023.
Applied Materials on Thursday forecast second-quarter revenue above market expectations, as demand for its semiconductor manufacturing tools picked up during a global shortage of semiconductors.
Reuters
Sony has denied a recent Bloomberg report that said the company has cut its expectations for PlayStation 5 production by 4 million units and now expects to manufacture about 11 million units by the end of March.
The Verge
Applied Materials forecast fourth-quarter revenue above analysts' estimates on Thursday as demand rebounds for semiconductor equipment and services from the coronavirus-driven slump, and predicted sustained spending into 2021.
Reuters UK
Micron Technology said the outlook for demand is worsening and predicted it's unlikely to meet its revenue forecast for the fiscal first quarter. Shares dropped about 5% on the comments.
Bloomberg
Xilinx raised its revenue forecast for its fiscal first quarter Monday, citing better-than-expected revenues for its wired and wireless group and its data center group as well as accelerated orders ahead of new US restrictions on sales to Chinese tech firm Huawei.
The Street
Micron Technology raised its revenue forecast for the third quarter on Wednesday to a range of US$5.2 billion to US$5.4 billion from US$4.6 billion to US$5.2 billion, sending its shares about 3% higher.
Reuters (via Yahoo! Finance)
Broadcom withdrew its revenue forecast for 2020 on Thursday, joining a host of chipmakers that have either cut or pulled their sales outlook due to demand and supply disruptions caused by the coronavirus outbreak.
Reuters
ON Semiconductor on Friday cut its first-quarter revenue outlook amid the fast-spreading coronavirus, sending its shares down 4% in premarket trading.
Reuters
German chipmaker Infineon cut its 2019 revenue forecast on Wednesday for the second time in as many months, pointing to a weakening Chinese car market, the world's largest, which it supplies.
Reuters
With 83% of Samsung's semiconductor sales being memory devices last year, the memory market downturn is expected to drag the company's total semiconductor sales down by 20% this year. Although Intel's semiconductor sales are forecast to be relatively flat in 2019, the company is poised to regain the number 1 semiconductor supplier ranking this year, a position it held from 1993 through 2016.
IC Insights
Cirrus Logic joined a growing list of Apple suppliers in cutting its revenue forecast for the holiday quarter.
Bloomberg
Preliminary results for the third quarter of 2018 (3Q18) show that shipments of traditional PCs (desktop, notebook, and workstation) totaled nearly 67.4 million units, marking a decline of 0.9% in year-on-year terms, according to the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Unlike 2Q18, which grew, the 3Q18 results nonetheless outperformed the forecast which called for a decline of 3.0% due to several factors.
IDC
7nm+ design libraries are not available yet, and thus design engineers at Apple, Nvidia or Qualcomm (to mention a few) are not expected to have a holistic (to borrow the terminology from ASML) view on cost/ benefits of 7nm+ with EUV.
Barron's
China will fill 15% of its semiconductor needs in 2020 and perhaps 20% in 2022. That's significant growth, but far from the targets of 40% in 2020 and 70% in 2022 that the China government has set.
EE Times
Western Digital gave strong profit forecasts for the current quarter and the full year on Thursday and said the flash memory market would grow faster this year, easing investor jitters that the surging demand for memory chips was fading.
Reuters
Price increases for both DRAM and NAND flash memory are raising the outlook for the overall semiconductor market.
Gartner
It is heard that the American manufacturer already agreed up to production of test chips and is making preparations accordingly. Chinese manufacturer is a company that develops SoC for mobile devices and is discussing internally about entrusting Samsung rather than Taiwanese companies with production of 7-nano chips.
ETNews.com
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