Recent #revenue news in the semiconductor industry

3 months ago

➀ New reports suggest that Call of Duty 2025 may be released on PS4 and Xbox One to maximize revenue from last-gen gamers.

➁ The game is reportedly in development for these consoles, aligning with Microsoft's strategy to boost sales across platforms.

➂ Activision may also have to launch COD 2025 on Switch 2 due to agreements made during the FTC v Microsoft merger trial.

ActivisionCall of DutyMicrosoftPS4Xbox Oneconsolegamingrevenuesales
3 months ago

➀ NetEase laid off the development team behind the successful game Marvel Rivals, despite its impressive achievements, including 10 million players in 72 hours and $130 million in revenue in its first month.

➁ The layoffs are part of a re-evaluation of NetEase's core business, with no statement on future content plans.

➂ The game has seen high playercounts on all platforms and has been among the top-earning games on various storefronts.

Marvel RivalsNetEaseShootergaminglayoffsrevenue
7 months ago
➀ The global GPU market is projected to reach nearly $100 billion by the end of the year; ➁ GPUs are becoming increasingly prevalent in various sectors, driven by the AI boom and high demand for NVIDIA GPUs; ➂ NVIDIA's GPU sales could top $90 billion, with AMD's AI GPU sales expected to reach $3 billion.
AIAMDAMD AI GPUConsumer ElectronicsGPUGraphics Processor UnitIntegrated GPUsIntelMarket GrowthNVIDIANVIDIA GPUQualcommdata centersrevenue
7 months ago
➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.
ChinaEPSEUVGuidanceLRCXLam ResearchMarketOrderRecoverySEMICONDUCTORTech Spendingrevenue