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SemiVoice

Recent #revenue growth news in the semiconductor industry

weixin
7 months ago

Hua Run Wei's Third Quarter Revenue Grows 8.44% Year-on-Year

➀ Revenue of Hua Run Wei grew by 8.44% year-on-year in the third quarter of 2024;

➁ The company's revenue for the first three quarters reached 7.472 billion yuan;

➂ Hua Run Wei increased its research and development investment to 8.89 billion yuan in the first three quarters, up by 2.28 percentage points year-on-year;

➃ The project 'Power MOSFET & High Voltage Integrated Chip Key Technologies and Applications' led by Hua Run Wei won the 2023 National Science and Technology Progress Award;

➄ The global semiconductor industry is recovering, with sales reaching 1.499 trillion yuan in the second quarter of 2024;

➅ Hua Run Wei is driving diversified development with a focus on high-end applications such as automotive electronics and industrial control;

➆ The company expects to move towards the high-end of the industry chain and value chain with its deep accumulation and continuous innovation in high-end application fields such as new energy, automotive electronics, and industrial control.

Market Recoveryrevenue growthsemiconductor
seekingalpha
7 months ago

Verizon Q3: Buy The Drop

1. Verizon's Q3 results exceeded EPS expectations but fell short on revenues; 2. Strong broadband subscriber growth and confirmed wireless service revenue growth outlook for FY 2024; 3. Despite high debt, a solid dividend coverage ratio of 214% ensures a secure payout for dividend investors; 4. Shares are attractively valued with an 11% earnings yield, making Verizon a top choice for income investors; 5. Consistent broadband customer acquisition and dividend growth are reasons to buy the telecom's shares.
Dividendsrevenue growthtelecommunications
weixin
7 months ago

Texas Instruments Achieves Over 4.1 Billion USD in Revenue Growth in China Market Continues to Expand

➀ Texas Instruments' third-quarter revenue exceeded analyst expectations, with the company's revenue reaching 4.15 billion USD, up 9% from the previous quarter.

➁ The company's net profit was 1.36 billion USD, and the EPS was 1.47 USD.

➂ Despite the softness in the industrial market, other terminal markets such as smartphones and PCs have shown signs of recovery, driving the sales performance of TI's semiconductor products for power electronic devices.

China MarketTexas Instrumentsrevenue growth
seekingalpha
8 months ago

General Electric: The Razor Blade Business Model

1. General Electric's aerospace division, with a high valuation, leads the jet engine market, benefiting from long-term service revenue and high earnings visibility. 2. Maintenance service, accounting for 70% of GE's revenue, ensures steady cash flow, driven by long-term contracts for commercial and defense engines. 3. Financial estimates suggest GE can grow consolidated revenue by 10% and cash earnings by over 20% in 2025-26, with potential for upgrades.
Aerospacefinancial performancerevenue growth
seekingalpha
8 months ago

Dell: Unveiling The Quiet Revolution

1. Dell is gaining strength in the AI server market, positioning itself for long-term growth in this high-demand sector; 2. The anticipated 2026 PC upgrade supercycle offers a major revenue boost opportunity; 3. Dell's diversified business model reduces risk, balancing weaker PC sales with strong AI server growth.
revenue growth
electronicsweekly
8 months ago

RAN market in second year of steep decline

➀ The RAN market is facing a second consecutive year of steep declines after a 40 to 50 percent revenue growth between 2017 and 2021; ➁ The downward pressure is expected to persist until 6G becomes a reality; ➂ Operators will need to optimize their spectrum roadmaps to address various data traffic scenarios, and the RAN market may see further downward pressure due to the slowing growth of mobile data traffic.
5GMarket TrendsRANTechnology Developmentinvestmentrevenue growthtelecommunications
seekingalpha
8 months ago

Nvidia's Blackwell Is Set To Crush Expectations -- Major Re-Pricing Likely

1. Nvidia's upcoming Blackwell GPU is expected to drive significant revenue growth due to high demand from Data Centers and hyperscalers; 2. CEO Jensen Huang highlighted 'insane demand' for Blackwell GPUs, indicating strong pricing power and revenue potential; 3. The author's conservative estimate suggests Nvidia could generate $80-120B in incremental revenue from Blackwell in FY 2025, significantly higher than consensus forecasts.
GPUrevenue growth
weixin
8 months ago

Semiconductor Distributors Winyun and Avnet Post Record-Breaking Performance

➀ The performance of Winyun and Avnet in the semiconductor distribution sector has been remarkable, with Avnet's September revenue surpassing NT$100 billion for the first time.

➁ The revenue of Winyun for the third quarter reached a new high, with a total of NT$25.907 billion, marking a 24.6% increase quarter-on-quarter and a 38.3% increase year-on-year.

➂ The overall revenue of Winyun has grown by about 72% year-on-year to NT$69.76 billion.

Market Recoveryrevenue growthsemiconductor
weixin
8 months ago

Marvell's Soaring Potential Amid Favorable Winds?

➀ Marvell's visibility of accelerated growth became clearer after the Q1 2025 earnings release; ➁ The Data Center (DC) division saw a sequential revenue growth of 7.9%, accelerating from 6.7% in Q1 2025; ➂ No signs of slowing down in数据中心 investments, with recent highlights including Microsoft's agreement and BlackRock's AI fund; ➃ Marvell's order volume of 800G PAM and 400ZR data center interconnect products remained stable in Q2 2025, and production of 800G DSP for AEC will increase; ➄ Analysts expect Marvell's EBITDA to grow 27% in FY25 and 60% in FY26, with a current growth rate of about $26 billion.
Data centerMarvellrevenue growth