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2024-07-10 08:25:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy lagged sl...
2024-06-07 15:02:10 ET Summary Lam Research is the leading etch equipment company with over 40% market share in 2023. The memory market is recovering from a tough year in 2023, with significant growth in NAND and DRAM billings. Chinese equipment suppliers, such as Naura, are e...
2024-06-07 14:33:22 ET Summary AIXTRON has been underperforming compared to many larger semiconductor equipment companies due to a downturn in the electric vehicle market and concerns of a silicon carbide (SiC) glut. A supply/demand imbalance in SiC could linger into 2025, but the...
2024-06-03 12:47:45 ET Summary Tokyo Electron showed it is on its way to a recovery in 2024 following two years of underperforming peers. TEL held a dominant share of Dielectric Etch, a 90% share of resist coating systems, and is the #3 company in the global semiconductor industry...
2024-05-28 09:10:45 ET Summary Tokyo Electron's share price has nearly doubled since I last covered it in January 2023. A meaningful part of the performance came from an expansion of the P/E multiple. Tokyo Electron's guidance was on point since January 2023. Even under bu...
2024-05-22 01:54:38 ET Summary Applied Materials' revenues in the $12 billion metrology inspection equipment market dropped 30% YoY in 2023. The Company's market share in two main segments of the Metrology/Inspection market dropped, while market leader KLA gained share. AMAT i...
2024-05-15 15:51:25 ET Summary KLA designs and sells "metrology and inspection" equipment, which plays a crucial role in yield enhancement for semiconductor manufacturing. KLA reported higher than expected EPS and revenue for Q3 2024. KLA holds a dominant market position in th...
2024-05-13 21:06:13 ET Tokyo Electron Limited (TOELY) Q4 2024 Earnings Conference Call May 10, 2024, 2:30 AM ET Company Participants Koichi Yatsuda - Investor Relations Department Toshiki Kawai - Representative Director, President and CEO Hiroshi Kawamoto - Senio...
2024-05-10 07:29:25 ET More on Tokyo Electron Limited Tokyo Electron: The Bull Case Is Less Obvious Than It Appears To Be Historical earnings data for Tokyo Electron Limited Financial information for Tokyo Electron Limited Read the full article on Seeking A...
2024-05-02 06:12:36 ET Summary The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly ab...