路易四四一十六
2021-4-29 18:34:13
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.
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
路易四四一十六
2021-4-30 08:12:37
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.
路易四四一十六
2021-4-30 08:13:53
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.
路易四四一十六
2021-4-30 08:14:59
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.
路易四四一十六
2021-4-30 08:15:47
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%.