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09:18
Apr 16
@skundojjala
@serimbexy Correct.
07:14
Apr 16
@skundojjala
N2 better profitability vs N3 (2-3 pp dilution in CY26) HPC business 3.3B incremental in 1Q26 A14 on track for 2H28 HVM Doesn't expect su…
07:12
Apr 16
@skundojjala
Summary ATH revenue/GM/OPM 65.5-67.5% GM guidance; $39-$40.2B revenue in 2Q CY26 growth >30% N3 capacity focus (3 new fabs and N5 con…
06:53
Apr 16
@skundojjala
Higher confidence than last year and sees better cost structure of Arizona fabs.
06:47
Apr 16
@skundojjala
Does not expect sudden surge of capital intensity. Revenue growth > capex growth
06:43
Apr 16
@skundojjala
Strong conviction in AI megatrend. Without quantifying, repeats capex for the next 3 years will be significantly higher than the past 3 year…
06:32
Apr 16
@skundojjala
Supply still going to be > demand even in '27. Building three N3 fabs (Arizona P2, Japan P2 and Tainan).
06:27
Apr 16
@skundojjala
N3 reaching corporate average in 2H even with overall going above 66%. Sees high GM once a node fully depreciates.
06:23
Apr 16
@skundojjala
New N3 fab in Tainan (1H27). A14 volume production on track for 2H28.
06:19
Apr 16
@skundojjala
Arizona P2 in 2H27 (N3). Japan P2 in 28 3nm. Converting 5nm lines to 3nm.
06:18
Apr 16
@skundojjala
CY26 revenue growth >30% in USD. To increase N3 capacity with increased capex. N2 ramp in progress.
06:13
Apr 16
@skundojjala
2Q GM guidance of 66.5% at the mid-point (up 30bps). Huge. CY26 Capex guidance raised towards the high end of the range ($52-$56B)
06:10
Apr 16
@skundojjala
N3 profitability to cross corp avg in 2H26.
06:10
Apr 16
@skundojjala
N2 dilution 2-3% for CY26. Overseas fab expansion dilutes 2-3% in the early stages 3-4% latter stages. Prices for chemicals and gases incre…
05:53
Apr 16
@skundojjala
Wafer shipments ATH. Advanced nodes 100%+ utilization. https://t.co/fV07vXNose
05:51
Apr 16
@skundojjala
HPC and IoT ATH. HPC drives $3.3B incremental q/q revenue. Auto up DD% y/y for 7 straight quarters. https://t.co/YvTbDdjoFp
05:49
Apr 16
@skundojjala
Gross margin and operating margins are in ATH again. Advanced nbode utilization rates, improved N3 profitability, N5 strength, pricing and m…
05:47
Apr 16
@skundojjala
Revenue up y/y double-digit for 8 straight quarters. Will continue in 2Q26 too. Advanced nodes 74% of revenue, slightly down from 77% in 4Q.…
05:44
Apr 16
@skundojjala
TSMC 1Q26: Revenue, GM and OPM all above high-end guidance. 1Q26 vs 1Q25: Revenue: $35.898B (+6% q/q & +41% y/y) Gross Margin: 66.…
06:28
Apr 15
@skundojjala
Low NA extensibility secured; 1,000W source demonstrated, enabling 330 WpH by 2031 Memory sold out for 2026, supply constraints extending b…
06:28
Apr 15
@skundojjala
Korea (+69% q/q) and Taiwan (+47%) accelerate US -42% q/q; 4 q/q declines in 5 quarters For 2027, ASML is ramping non-EUV production to be…
06:27
Apr 15
@skundojjala
China cools off to 19% of systems revenue from 36% in 4Q25 Current CY26 guidance can accommodate export controls outcomes Customer capex i…
06:26
Apr 15
@skundojjala
Non-EUV was upgraded from flat y/y to growth for CY26 but ASML sees immersion DUV shipments to stay flat and non-immersion to grow and ove…
06:25
Apr 15
@skundojjala
at least 60/80 low-NA EUV output for 2026/2027 2nd straight ATH for EUV shipments/revenue; EUV 66% of systems revenue EUV ASP roughly flat…
06:24
Apr 15
@skundojjala
ASML 1Q26 Revenue down -9.8% q/q & up 13.2% y/y to €8.77B (above mid-pt) at 53% GM (high-end) -CY26 revenue guidance increased to €36-€40…
16:06
Apr 14
@skundojjala
ASML exited 4Q25 with €38.8B in backlog, covering 6+ quarters at trailing 4Q average system revenue. A meaningful step down from the 8-14Q c…
ASML
HIGH
11:25
Apr 13
@skundojjala
DDR5 around 10% of revenue and the rest DDR4/LPDDR4; UWIO AI memory contributing initial revenue New fab construction on schedule; equipme…
11:25
Apr 13
@skundojjala
Nanya QMar26 Revenue up 60% q/q and 609% y/y $1.55B; Highest quarterly revenue in company history; 1.8x the prior cycle peak (3Q21: $857M…
11:40
Apr 12
@skundojjala
For TSMC, at comparable revenue shares, N3 diluted corporate gross margin nearly twice as much as N5 and took a third longer to get to corpo…
12:55
Apr 11
@skundojjala
TSMC's wafer ASPs grew 8 straight years through 2025 and will continue to grow in 2026 and beyond as new nodes come in and mix changes to HP…
TSM
HIGH
07:16
Apr 10
@skundojjala
March is the 1st month ever above $13B. March M/M rebound of +29% is abnormally strong. The 2021-25 average March growth is only +8% (CNY ti…
07:15
Apr 10
@skundojjala
TSMC 1Q26: Revenue up 6.2% q/q and 40.3% y/y to $35.82B (above high-end guidance). Only 7th time q/q growth seasonally weakest quarter 1Q in…
TSM
MED
15:52
Mar 28
@skundojjala
AMAT guided its semi equipment revenue will grow at least 20% in FY26. With China down, most of it has to come from leading-edge logic and D…
AMAT TSM
14:04
Mar 27
@skundojjala
Arm's $15B guidance by FY31 gives a preview of things to come for Qualcomm. QCOM's analyst day will probably give similar targets. Otherwise…
ARM QCOM
14:00
Mar 27
@skundojjala
Arm's pivot to become a competitor to its customers may come at the expense of margins (from current 99% to 73% by FY31) but offers higher i…
ARM
11:42
Mar 21
@skundojjala
QCOM fell behind due to limited AI participation so far. But promising multi-billion dollar AI business with CPU/accelerator. Its peer Media…
QCOM
11:41
Mar 21
@skundojjala
Qualcomm's incremental revenue from non-handsets in CY25 was $1.75B. Around 1/4th of Apple chipset revenue. Still a long way to go to offset…
QCOM
16:30
Mar 20
@skundojjala
Micron's mobile business had a massive quarter. Highest contribution in terms of incremental revenue and gross profit. Mobile GM went from 1…
MU
10:24
Mar 19
@skundojjala
- DC bit TAM to exceed 50% of industry total in C26 - Server units to grow low teens % range in C26, while PC& smartphone units to decli…
10:22
Mar 19
@skundojjala
- NAND revenue up 86% q/q and 170% y/y to $5B (21% of total); bits up low-single digits; ASPs up high 70s% q/q - DC SSD revenue more than do…
10:22
Mar 19
@skundojjala
- DRAM revenue up 75% q/q and 209% y/y to $18.8B (79% of total); bits up mid-single digits; ASPs up mid-60s% q/q - Industry bit growth in CY…
10:21
Mar 19
@skundojjala
- Currently, non-HBM DRAM margins (DDR5/LP5) are higher than HBM margins - HBM4 yield ramp is trending faster than HBM3E 12-high, which itse…
10:21
Mar 19
@skundojjala
- Started volume shipments of HBM4 36GB 12-hi in 1QC26 for NVDA VR - HBM4 16-hi sampled; 48GB capacity product - HBM4E volume ramp expected …
NVDA
10:20
Mar 19
@skundojjala
- Revenue up 75% q/q and 196% y/y to $23.9B; 3QF26 guidance of $33.5B - GM at 75% (up 18 pts q/q); 3Q guidance: 81%; pricing is the primary …
10:19
Mar 19
@skundojjala
Micron 2QF26: Massive $23.9B revenue and guidance of $33.5B; 75% GM with 81% guided for Q3; first 5-year Strategic Customer Agreement (SCA) …
MU NVDA
09:26
Mar 14
@skundojjala
KLA's median time to tool retirement has expanded from 4 yrs in 2000 to 24 years today, well above customer depreciation cycle of 5-7 years.…
KLAC
12:51
Mar 13
@skundojjala
- KLA DRAM revenue grew 3x while total DRAM WFE grew 2x - AP revenue $950M in CY25 (+70% y/y); claims #1 share in AP process control (grew f…
KLAC
12:50
Mar 13
@skundojjala
- Sees increased leading-edge design starts from multiple vendors a positive trend to process control (>100 designs announced on 3nm alon…
KLAC
12:48
Mar 13
@skundojjala
- 2030 WFE assumptions: 11% semi market CAGR; WFE intensity 15%; total WFE + AP to reach $215B (with AP in the low $20B range) - 2030 margin…
12:47
Mar 13
@skundojjala
KLA Investor Day 2026 - Current cleanroom constraints play to KLA’s strength as yield improvements one way to increase capacity within exist…
KLAC