➀ IQE's H1 revenue increased by 27% year-on-year to £66 million, with an EBITDA of £6.6 million. ➁ Wireless revenue rose by 73% to £38.8 million, while photonics revenue decreased by 4% to £26.8 million. ➂ The company reported an operating loss of £(12.1)m and adjusted cash inflow from operations of £1.8 million.

➀ XGIMI Technology reported a 1.66% decline in revenue and a 95.58% drop in net profit for the first half of 2024. ➁ The company attributed the profit decline to inventory clearance of older products and weak domestic demand. ➂ XGIMI is adjusting its product strategy to include lower and higher price ranges to adapt to market trends. ➃ The domestic projector market is experiencing a price war due to increased competition and technological advancements, leading to lower average prices. ➄ XGIMI is expanding its overseas presence to mitigate domestic market challenges, with significant growth in international revenue.

➀ SMIC's Q2 2024 net profit dropped by 62.9% to $172 million, but revenue increased by 21.8% to $1.901 billion, indicating a recovery in downstream demand. ➁ The company's capacity utilization rate improved to 85.2%, up from 76.8% in Q4 2023, showing resilience in the face of global overcapacity and price wars. ➂ Despite the profit decline, SMIC's strategy of focusing on low-end consumer electronics and domestic chip demand is paying off, with expectations of further growth in the second half of 2024.

➀ Synopsys reported revenue of $1.526 billion for the third quarter of fiscal year 2024, up from $1.354 billion in the same period last year.; ➁ The company expects a record year based on its strong third quarter performance.

➀ Applied Materials reported strong Q3 fiscal results with adjusted EPS of $2.12 and revenue of $6.778 billion, beating Wall Street expectations. ➁ The company's gross margin improved to 47.3%, and operating margin to 28.7%, showcasing operational efficiency. ➂ Guidance for the current quarter is optimistic, with expected net sales of $6.93 billion and adjusted EPS between $2.00 and $2.36. ➃ The balance sheet remains robust with a strong cash position and manageable debt levels, indicating financial health.

1. Main Street Capital published their Q2 2024 earnings call presentation; 2. The presentation was released in conjunction with their earnings call; 3. Seeking Alpha's transcripts team is responsible for the development of transcript-related projects.

1. Apple announced $85.8 billion in revenue for the third quarter of 2024, a 5% increase year-over-year. 2. The company introduced Apple Intelligence, a new AI system for its devices. 3. Apple's services revenue reached a new high, and the upcoming iPhone 16 series is expected to boost future earnings.

1. Achieved revenue of NT$2,649 million (US$82.8 million); 2. Maintained a gross margin of 47.1%; 3. Net income attributed to stockholders of the parent was NT$261 million (US$8.2 million); 4. Earnings per share reached NT$1.00.

1. TI reported Q2 revenue of $3.82 billion and net income of $1.13 billion. 2. Revenue decreased 16% year-over-year but increased 4% sequentially. 3. CEO Haviv Ilan highlighted the strength of the business model and the benefits of 300mm production.

1. TSMC reported strong Q2'24 financial results driven by AI demand in the HPC segment; 2. The company provided a robust outlook for Q3'24, indicating strong demand for semiconductors; 3. TSMC's forward P/E ratio is the lowest in the industry, presenting a unique buying opportunity.

1. Taiwan Semiconductor Manufacturing Company Limited released their 2024 Q2 earnings call presentation. 2. The presentation was published in conjunction with their quarterly financial results. 3. Seeking Alpha's transcripts team is responsible for the development of transcript-related projects, publishing thousands of quarterly earnings calls.

1. Comtech plans to release its third quarter fiscal 2024 results on June 18, 2024. 2. The Company will announce a new $222.0 million credit facility. 3. A conference call will be held by John Ratigan and Michael Bondi to discuss the financial results and business trends.

1. Tower Semiconductor will release its Q3 2023 financial results on November 13, 2023. 2. A conference call to discuss these results and Q4 2023 guidance will be held on the same day. 3. The call will be webcasted and available for replay for 90 days.

1. Allegro MicroSystems plans to release Q2 FY2024 financial results on November 2, 2023. 2. A conference call will be hosted by the President and CEO, Vineet Nargolwala, and the Senior VP and CFO, Derek D’Antilio, at 8:30 a.m. EDT. 3. The call will include discussion of the company's results and business outlook, with a live and archived webcast available on the company's website.

1. Silicon Motion expects its third quarter revenue to grow slightly above the high-end of its original guidance range of 15% to 20%. 2. The company will release its third quarter financial results on November 1 and host a conference call on November 2. 3. Participants must pre-register to join the conference call.

1. Allegro MicroSystems plans to release Q1 FY2024 financial results on August 1, 2023. 2. A conference call will be hosted by the President and CEO, Vineet Nargolwala, and the Senior VP and CFO, Derek D’Antilio, at 8:30 a.m. EDT. 3. The conference call will include a discussion of the company's results and business outlook.