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Market news tagged #semiconductors

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Cropped archival photograph of an Applied Materials facade bearing the Maydan Technology Center sign

Lead story

Lead story · #earnings

Applied Materials sales jump 53%; new outlook puts chip demand in focus

Applied Materials reports USD10.41 billion in quarterly sales and a USD11.1 billion next-quarter revenue midpoint. The numbers and risks for option sellers.

Nov 13, 20264 min read

$AMAT$LRCX$KLAC

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Archival exterior of the Applied Materials Metron office in Hillsboro, Oregon, with its sign above the entrance.

Nov 12, 20264 min read

Applied Materials jumps 6% before earnings as chip-equipment stocks rebound

AMAT’s November 11 rally sets up a November 12 earnings test. The earlier guidance, peer moves and risks for option sellers, explained.

$AMAT$LRCX$KLAC#earnings#semiconductors

Archival photograph of an AMD office building in South Austin at sunset.

Nov 11, 20265 min read

AMD jumps with chip stocks as new EPYC servers reach customers

AMD’s new EPYC shipping milestone meets a sharp chip rally. The sales target, delayed volatility snapshot and next catalysts explain the risk for option sellers.

$AMD$NVDA$INTC#semiconductors#epyc

Archival view of TSMC Fab 12B at dusk in Taiwan, with illuminated windows and traffic light trails.

Nov 10, 20264 min read

TSMC’s October sales jump 59.7% as advanced-chip demand stays in focus

TSMC reports NTD 586.89 billion in October sales. The growth supports its advanced-chip story, but options sellers still face assignment and CPI risk.

$TSM$NVDA$AMD#semiconductors#monthly-sales

Illustrative archival photograph of diffusion and thermal-oxidation furnaces at LAAS-CNRS in Toulouse; not Onto Innovation equipment.

Nov 9, 20265 min read

Onto Innovation beats its revenue outlook as chip-inspection demand grows

ONTO reported USD 409.7 million in Q3 revenue and a higher Q4 range. Its pre-report rally, accounting gap and CPI calendar matter for option sellers.

$ONTO$KLAC$CAMT#earnings#semiconductors

Archival aerial photograph of Google’s Eemshaven data center with wind turbines; not a photograph of the new TPU systems.

Nov 9, 20264 min read

Google’s new TPU systems target secure AI and longer memory

Google adds TPU 8tx and TPU 8i Max as GOOGL gains 1.18%. The product claims, financial context and risks for option sellers.

$GOOGL$AMD$NVDA#ai#google cloud

Archival photograph of a modern building at AMD’s Lone Star Campus in Austin, Texas, beneath a blue sky.

Nov 8, 20265 min read

AMD rebounds 11.04% as data-center growth meets a cash-flow test

A Sunday review of AMD’s latest results: data-center sales nearly doubled, but weaker cash conversion and dated sector events matter for option sellers.

$AMD$NVDA$INTC#earnings#semiconductors

Archival September 2019 night view of Qualcomm’s building in Mindspace, Hyderabad, with its illuminated sign and a metal footbridge.

Nov 5, 20264 min read

Qualcomm’s auto record meets a 26% handset slump

QCOM falls in a dated November 5 snapshot as weaker phone-chip sales and margin pressure compete with record auto revenue. What the numbers mean for option sellers.

$QCOM$AMD$AVGO#earnings#semiconductors

Archival photograph of the Arm I office building in Cambridge, with brick walls and a rounded glass-block tower.

Nov 5, 20264 min read

Arm slips premarket as royalty growth trails a 27% sales gain

Arm’s record second-quarter sales mask slower royalty growth. Its Q3 spending outlook, dated price reaction and earnings risks matter for option sellers.

$ARM$AMD#earnings#semiconductors

Archival December 26, 2015 photograph of Qualcomm’s headquarters in San Diego: blue Qualcomm rooftop sign, white facade panels, blue windows and trees.

Nov 4, 20264 min read

Qualcomm reverses after earnings as handset sales slide 26%

Automotive revenue jumped 89%, but handset weakness and Q1 margin pressure test Qualcomm’s diversification story—and the risks facing option sellers.

$QCOM$AMD$AVGO#earnings#semiconductors

Archival October 2019 near-infrared photograph of an AMD EPYC 7702 engineering sample with its lid removed; not a current MI450 product.

Nov 3, 20264 min read

AMD rallies after US$17B outlook, but cash flow lags

AMD’s data-center sales rise 97% and shares advance after hours. The Q4 outlook, weaker cash flow and stale option marks make the next session a different risk test.

$AMD$NVDA$INTC#earnings#semiconductors