ASML, the Dutch manufacturer of the world’s most advanced chipmaking machines, experienced a significant IT outage last week that disrupted its facilities globally. The outage affected clean rooms, offices, customer support, and communication with suppliers. While the company has since resolved the issue, the incident highlights the vulnerability of the semiconductor supply chain and ASML’s critical role in it.
Himax Technologies, Inc. (HIMX) reported a fiscal third-quarter revenue decline of 6.8% year-on-year to $222.41 million, exceeding analyst expectations. Despite the decline, the company’s earnings per ADS beat estimates, and its stock price climbed in premarket trading. Himax expects revenue to remain flat or decline slightly in the fourth quarter, citing a challenging macro environment.
The global semiconductor silicon wafer market is experiencing significant growth, driven by the emergence of 5G technology, the increasing miniaturization of electronic devices, and growing government initiatives to boost semiconductor production. This market is projected to reach $18.09 billion by 2031, presenting a substantial opportunity for industry stakeholders.
Entegris (ENTG) shares took a hit on Monday after the semiconductor materials supplier released weaker-than-expected third-quarter earnings. Revenue missed estimates, and the company issued a cautious outlook for the fourth quarter, citing ongoing industry challenges. This article delves into the key takeaways from the earnings report and analyzes the company’s future prospects.
STMicroelectronics (STM) reported a 26.6% year-over-year decline in net revenue for the third quarter, citing a softening market demand. Despite this, the company beat analyst expectations and announced a restructuring plan aimed at improving efficiency and boosting future growth. The company also provided a cautious outlook for the coming quarters.
Cohu, a leading supplier of semiconductor test and inspection equipment, is set to release its latest quarterly earnings report on October 31st. Analysts expect a loss, but investors will be watching for signs of growth and positive guidance. We dive into the key metrics to watch, analyze the company’s performance compared to its peers, and provide a breakdown of what to expect from the earnings call.
ASML Holding NV, a leading semiconductor equipment manufacturer, experienced a significant 15% drop in its share price after reporting third-quarter earnings. The sell-off was triggered by a revised 2025 sales forecast, raising concerns about the company’s growth prospects. While ASML reported strong third-quarter results, the lowered sales forecast indicates a potentially softer demand environment for semiconductor manufacturing equipment, especially outside of AI and high-performance computing.
Ultra Clean Holdings (UCTT) is set to release its latest quarterly earnings report on Monday, October 28th. Analysts anticipate earnings per share (EPS) of $0.32, and investors are eager to see if the company surpasses these estimates and provides positive guidance for the next quarter. This article examines the company’s recent performance, analyst expectations, and key financial metrics to help investors make informed decisions.
Amkor Tech is set to report its quarterly earnings on October 28th. Analysts are expecting an EPS of $0.50, with investors eager to see if the company surpasses expectations and provides positive guidance for the future. This article analyzes Amkor Tech’s past performance, analyst sentiments, and key financial metrics, providing valuable insights for investors.
Lam Research (LRCX) stock has been upgraded by BofA Securities and Goldman Sachs despite ongoing concerns about China’s semiconductor market. Both analysts believe the company’s strengths in NAND technology and advanced packaging will drive growth in 2025, offsetting potential headwinds from China’s export controls and ASML’s weakened outlook.
