1. TSMC's Q1 net profit rose 9% year-on-year to $6.97 billion, exceeding market expectations; 2. Strong demand for AI-related chips, particularly from NVIDIA and Apple, drove revenue growth despite a 3.8% decline in overall smartphone chip sales; 3. The company maintained operations after a major Taiwan earthquake and forecasts Q2 revenue growth of up to 30%, banking on sustained AI boom and advanced chip production.
Recent #revenue growth news in the semiconductor industry
Nextin, a supplier of equipment for SK Hynix, reported on Friday that it achieved a revenue increase of over 30% and an operating income increase of 32.24% in 2024. Revenue reached 114.82 billion won, and operating income was 47.82 billion won. Nextin attributed the growth to new orders from both domestic and international markets.
➀ KLA报告第三季度营收31亿美元，非GAAP每股收益8.20美元；
➁ 预计未来季度营收30-35亿美元，非GAAP每股收益7.55-8.65美元；
➂ AI和HBM是推动高端市场增长的关键因素。
➀ LB Semicon, a South Korean outsourced semiconductor assembly and test (OSAT) firm, plans to significantly increase its revenue from overseas within the next three years; ➁ The company aims to achieve this by reducing its reliance on display driver ICs (DDIs); ➂ LB Semicon CEO Namseong Kim announced this during a press conference in Seoul.
➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter
➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.
➀ Apple reported a 6% revenue growth in the fourth quarter of fiscal year 2024; ➁ Strong demand for iPhone 16 mitigates the decline in sales in China; ➂ The report highlights the mixed performance of Apple's global market.
➀ Warhammer 40K: Space Marine 2 has been a massive success for publisher Pullup Entertainment, boosting their revenues by over 1200% year-over-year. ➁ The game's launch has been the fastest-selling in the history of the publisher. ➂ Space Marine 2 has sold 4.5 million copies and contributed to a 334% increase in total quarterly revenues.
➀ Alchip Technologies has achieved record revenue, operating income, and net income in Q2 2024; ➁ Revenue from AI ASIC shipments and 5nm AI accelerators contributed significantly to the growth; ➂ Alchip's focus on high-performance ASICs and SoC design continues to pay off.
1. Meta Platforms reported $48.4B in Q4 2024 revenue, up 21% year-over-year; 2. Free cash flow reached $52.1B in 2024, with $39.2B in CapEx and $77.8B in liquidity; 3. Reality Labs posted a $5B Q4 operating loss, raising concerns about capital efficiency.
1. Lululemon has consistently reported double-digit revenue growth since its IPO in 2007; 2. Despite skepticism in 2024, the company achieved double-digit growth; 3. The 2025 top-line guidance suggests a slower growth rate.
1. Palantir's Q4 FY24 revenue surged 36% YoY, exceeding expectations by 7.6%; 2. FY25 revenue is projected to grow above 31% driven by AIP's 54% YoY growth; 3. Despite high valuation, Palantir's earnings are expected to grow at a 50% CAGR over the next three years, justifying a premium price target of $136.
1. Nvidia's explosive growth in AI-driven solutions and data centers with a 78% YoY revenue increase makes it a strong buy despite recent pullbacks; 2. The Blackwell Ultra architecture and Dynamo library are game-changers, reinforcing Nvidia's dominance in AI infrastructure and driving future revenue growth; 3. Despite competition from tech giants developing in-house AI chips, NVDA's integrated ecosystem and advanced offerings make it indispensable.
1. Grab is a great choice for increasing international exposure this year due to U.S. weakness and the company's expected accelerating revenue growth in FY25. 2. Grab's strong Q4 earnings, diverse service offerings, and significant growth potential in Southeast Asia make it an attractive long-term hold. 3. Although expensive at ~28x forward adjusted EBITDA, Grab should be able to sustain a growth premium over better-known peers like Uber, especially as adjusted EBITDA is expected to grow ~40-50%.
1. Micron Technology is reiterated with a 'Strong Buy' rating at $140 per share due to robust HBM growth and strategic capacity expansion; 2. Micron reported 38.3% revenue growth and 24.9% adjusted operating income with HBM revenue growing 50% sequentially; 3. The company guides for $8.8 billion in Q3 FY25 revenue with significant investments in HBM manufacturing, forecasting 38.2% year-over-year growth for FY25.
1. Nvidia's shares have declined due to trade tensions; 2. Its U.S.-centric business and undervaluation suggest a potential rebound; 3. Expected high demand for Blackwell GPUs in 2025 will significantly boost Nvidia's revenue and free cash flow; 4. Despite trade tensions, Nvidia will dominate the AI GPU market with strong growth catalysts; 5. NVDA's current valuation at 21X FY 2026 earnings offers a 20% discount to its 1-year P/E ratio.
➀ This article provides an overview of the top ten semiconductor companies in 2024, based on Gartner's data.
➁ The list includes the ranking, revenue, market share, and growth percentage compared to 2023.
➂ Notable companies like Samsung Electronics, Intel, NVIDIA, and Apple are highlighted.
1. Nebius reported a 600% YoY growth in AI cloud revenue, with Q4 2024 revenue surging 466% to $37.9M; 2. A $700M oversubscribed funding round included Nvidia, Accel, and Orbis; 3. Plans to deploy 22,000 Nvidia GPUs by 2025, positioning Nebius as a cost-effective alternative to AWS and CoreWeave.
➀ Bestech Micro's 2024 revenue reached 6.88 billion yuan, a year-on-year increase of 18.98%;
➁ Non-GAAP net profit was -46.28 million yuan, and the company's profitability was poor due to a decline in operating income;
➂ The main reasons for the company's continuous losses despite increased revenue are intense market competition and insufficient R&D investment.
1. Western Midstream Partners has shown steady growth and is a strong dividend-paying company, making it an attractive investment for stability in a volatile environment. 2. The company operates primarily in Texas, Colorado, and Wyoming, with significant infrastructure for transporting oil, gas, and water, showing remarkable revenue and EBITDA growth. 3. Despite some debt concerns, WES has significantly reduced its leverage ratio and plans to continue expanding, pursuing M&A projects, and increasing dividends.
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