Semiconductors

SanDisk before Thursday: the wildest chart in the market meets its own guidance

Up more than 400% this year, down nearly half from its high, and reporting Thursday after the close. The memory cycle gets a verdict.

NVIDIA is selling everything it can make. The argument is about who pays.

Revenue doubled to $96.2 billion last quarter while free cash flow fell by more than half. Both facts are true, and both matter.

Lam Research revenue jumps 55% as chipmakers keep spending

The equipment maker guided to another record quarter, with December revenue of about $8.6 billion.

TSMC reports this morning, and its monthly sales already beat its forecast

July to September revenue came to NT$1.49 trillion, about 2% above the top of the range TSMC gave in July.

ASML posts record sales and says it can't build enough machines for 2027 and 2028

Sales rose 55% to €11.7 billion. The chipmaking equipment maker guided to as much as €15.2 billion next quarter.