Recent #Revenue news in the semiconductor industry

3 months ago

➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.

➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.

➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.

Market ShareRevenueTSMCfoundrysemiconductor
4 months ago

➀ Analog Devices reported revenue of $1.7225 billion for the fourth quarter of 2024, a 14.6% decrease from the same period last year;

➁ The revenue decline can be attributed to sustained market downturn and decreased demand in major business segments;

➂ For the full year of 2024, Analog Devices' revenue decreased to $7.0823 billion, a 14.2% decrease from 2023;

➃ CEO Hassane El-Khoury stated that the company is well-prepared to 'cope with long-term fluctuations' and will streamline operations in 2025.

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4 months ago

➀ Texas Instruments (TI) released its 2024 financial report, showing stable performance in a challenging economic environment;

➁ Revenue experienced a slight decline, but the company demonstrated strong cash generation and significant returns to shareholders;

➂ The report highlights the resilience of TI's business model and the effectiveness of its long-term strategy.

2024RevenueShareholder ReturnsTexas Instrumentsearnings
4 months ago

➀ Arm's fiscal third quarter revenue increased by 19% year-on-year to $983 million;

➁ The company forecasted its revenue for fiscal year 2024 to be between $3.94 billion and $4.04 billion;

➂ Revenue for the current quarter, fiscal fourth quarter, is expected to be between $1.18 billion and $1.28 billion.

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4 months ago

➀ AMD in Q4 2024 posted impressive financial results, with its client and datacenter CPUs driving the growth.

➁ The company's datacenter business achieved a 69% YoY increase in net revenue, marking a milestone as it outsold Intel in the datacenter space for the first time.

➂ However, AMD's gaming business struggled with a significant decline in revenue and operating income, mainly due to lower sales of Radeon discrete GPUs and system-on-chips for game consoles.

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6 months ago
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
AI ServerGlobal MarketHPCNotebookPCRevenueSupply ChainTrendForcefoundrysemiconductorsmartphone
6 months ago

➀ In just 11 months, Hanwuji's stock price surged over 250%, with a market value increase of 140 billion yuan.

➁ Despite significant revenue growth in Q3 2024, Hanwuji still reported a net loss of 7.24 billion yuan for the first three quarters.

➂ Hanwuji's major revenue comes from a single large customer, which has changed frequently over the years.

➃ ETFs have played a significant role in driving Hanwuji's stock price and market value to new heights.

ETFRevenuemarket value
6 months ago

➀ Nvidia predicts higher revenue for the fourth quarter, but falls short of some investor expectations.

➁ The company's new Blackwell AI chip is well-received by customers, but will initially impact gross margins.

➂ Despite the growth in demand for Nvidia's chips, which are crucial for complex AI systems, the growth rate has slowed significantly compared to previous quarters.

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