Today, we are publishing the Foundries section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Cloud Infrastructure, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, and Semicap Equipment. In the foundry market...
Broadcom Announces Accelerate Program to Deliver Enhanced Customer Experience Partners offer customers in-country expertise, technical support and value added services PALO ALTO, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced its Accelerate Program, delivered through sole-provider distribution agreements. An expansion of the Broadcom , the Accelerate Program is aimed at providing enhanced service levels for more Broadcom software solutions delivered to a broader range of Broadcom customers across multiple geographies. Through the Broadcom Acce...
Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., May 17, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Gary Dickerson, President and CEO, and Brice Hill, Senior Vice President and CFO, will participate in fireside chats at upcoming investor conferences. Mr. Dickerson will participate at the Bernstein Strategic Decisions Conference in New York on Thursday, May 30 beginning at 11:30 a.m. PT / 2:30 p.m. ET. Mr. Hill will participate at the BofA Securities Global Technology Conference in San Francisco on Thursday, June 6 beginnin...
Applied Materials Announces Second Quarter 2024 Results Revenue $6.65 billion, flat year over yearGAAP operating margin 28.8 percent and non-GAAP operating margin 29.0 percent, flat and down 0.1 point year over year, respectivelyGAAP EPS $2.06 and non-GAAP EPS $2.09, up 11 percent and 5 percent year over year, respectivelyGenerated $1.39 billion in cash from operations SANTA CLARA, Calif., May 16, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its second quarter ended Apr. 28, 2024. Second Quarter Results Applied generated revenue of $6.65 b...
Infineon’s auto MCU revenues have nearly tripled in the last four years, with market share increasing from 16% to 29%. The company has good visibility on further growth, and we expect this, along with growth in xEVs, to offset the cyclical slowdown this year and contribute to double-digit growth beyond. Infineon is one of our top picks this year. The largest round of downward revisions is behind us, and the stock is attractively valued, ahead of another leg of strong secular growth beyond this y...
AMD Announces Upcoming Events for the Financial Community SANTA CLARA, Calif., May 14, 2024 (GLOBE NEWSWIRE) -- Today, (NASDAQ: AMD) announced the following events for the financial community: Jean Hu, executive vice president, chief financial officer and treasurer, will present at the J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 21 at 12:45 PM PDT/3:45 PM EDT;Mark Papermaster, executive vice president and chief technology officer, will present at the TD Cowen Technology, Media and Telecom Conference on Wednesday, May 29 at 9:05 AM PDT/12:05 PM EDT;...
AMD Remains the Partner of Choice for World’s Fastest and Most Efficient High Performance Computing Deployments — 156 of the Top500 supercomputers are powered by AMD, a 29 percent year-over-year increase — — New AMD Alveo V80 compute accelerator card targeting HPC and compute-intensive workloads, with up to 2X increase in HBM bandwidth, now shipping — SANTA CLARA, Calif., May 13, 2024 (GLOBE NEWSWIRE) -- Today, (NASDAQ: AMD) showcased its ongoing high performance computing (HPC) leadership at ISC High Performance 2024. For the third year in a row, the Frontier supercomputer housed at O...
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