We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

CEO Michael Plisinski highlighted a record quarterly revenue of $264 million for Q4 2024, attributed to strong AI packaging demand and growth in the specialty and advanced packaging markets. He ...

SMIC is the third-largest foundry globally, owning over 6% of the market in 2024, behind TSMC and Samsung; and overtaking GlobalFoundries and UMC. Intel is classified not as a foundry but as an ...

CVM READ THE FULL CVM RESEARCH REPORT CEL-SCI Corporation (NYSE:CVM) reports fiscal year 2024 financial and operational ...

Entegris provided a 2025 revenue target of $3.4 billion at the midpoint, representing a 6.5% pro forma increase. EBITDA is expected to exceed 29%, and non-GAAP EPS is projected to be at or above $3.25 ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

Q4 2024 Earnings Call Transcript February 6, 2025 Onto Innovation Inc. beats earnings expectations. Reported EPS is $1.51, ...

Onto Innovation Inc. (NYSE: ONTO) ("Onto Innovation," "Onto," or the "Company") today announced financial results for the fourth quarter and full year 2024. 2024 ...

We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Long-Term Pick. In this article, we will ...

ONTO's Q4 2024 performance is powered by growing momentum in the advanced nodes and AI packaging markets and fresh product ...

Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) stock surged 256% in last 5 years as a leading chipmaker for top companies ...