1. Apple reported strong top and bottom line results for Q4, but service revenue and revenue in China fell short of estimates. 2. Weak current quarter guidance has led analysts to lower expectations for an iPhone 16 supercycle. 3. Apple's valuation remains high compared to large cap tech peers.

1. Amazon reported better than expected Q3'24 earnings, driven by strength in e-Commerce and Cloud. 2. AWS-related operating income is surging. 3. The firm's guidance for Q4 is solid, with potential for top line and operating income growth.

1. Sales increased 12% sequentially to $187 million; 2. Sequential growth in Automotive and Industrial & Other end markets; 3. Non-GAAP EPS at $0.08, at the high end of outlook.

1. Tesla reported EPS of $0.72, beating expectations by $0.12; 2. Revenue reached $25.18B, with a 7.85% year-over-year growth rate; 3. The revenue missed the estimate by $304.23M.

1. Enphase's Q3 report showed underwhelming revenue due to slower shipments of microinverters and battery megawatts; 2. European revenue dropped 52% y/y, severely impacting overall performance; 3. Q3 earnings fell significantly, with margins contracting and profitability under pressure, raising concerns about near-term growth.

1. Entegris, Inc. will release its financial results for the third quarter of 2024; 2. The release will occur before the market opens on Monday, November 4, 2024; 3. A teleconference with management is scheduled for the same day at 9:00am ET.

1. Tower Semiconductor will release its third quarter 2024 earnings release on November 13, 2024; 2. A conference call will be held on the same day at 10:00 a.m. Eastern Time to discuss financial results and fourth quarter guidance; 3. The call will be webcast and available for replay for 90 days.

1. ASM International will report its third quarter 2024 financial results on October 29, 2024; 2. The quarterly earnings conference call and webcast will be held on October 30, 2024; 3. Participants need to pre-register for the conference call and access the webcast.

➀ Raspberry Pi Holdings PLC's IPO was a success, raising £179 million; ➁ Revenue soared 61% to $144 million in H1 2024; ➂ Profit jumped to 47% to $34.2 million

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.