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Growth in the high teens would be respectable for many companies, but a deceleration of that size tells investors momentum is cooling heading into year-end. For a software company valued on growth prospects, a slowing trajectory can lead to a reassessment of what theBusinessis …
Veeco designs and builds process equipment used to make semiconductors and related devices, including systems for laser annealing, ion beam deposition and etch, metal organic chemical vapor deposition and wet processing. Those tools serve advanced logic, memory, advanced packaging, compound semiconductors and data storage, …
Viavi makes network test, monitoring and assurance equipment used by telecom operators, cloud providers and equipment makers, and it has an optical security and performance products business.Demandtied toData Centerbuild-outs and high-speed optical networking has become a larger part of theInvestmentcase, which is why the …
The most specific figure available is that Commercial Services revenue fell 14%. A double-digit decline in a reporting segment draws close attention because it raises questions about whether the weakness is temporary or reflects a more persistent shift in demand. Total third-quarter revenue slipped, …
Applied Optoelectronics designs and manufactures optical transceivers that move data over fiber inside and between data centers, as well as products for cable television broadband networks. Its high-speed transceivers have become closely tied to the build-out of AI infrastructure, which powered large gains in …
Axcelis makes ion implantation systems, the machines chipmakers use to introduce precise amounts of dopant atoms into silicon wafers. Implant is a critical step in producing power devices, memory and logic chips, and the company serves makers of silicon carbide power chips used in …
Astera designs semiconductor-based connectivity products for data centers, including chips that help move data reliably between processors, accelerators, memory and networking equipment inside AI servers. Its products address bottlenecks that grow more important as AI systems scale, which has made it a closely watched …
A review of available information turned up noEarningsrelease, guidance change, filing or other announcement from the company that would account for a decline of this size. Any link to a particular event would be speculation. What can be said is that APPS fell on …
Arm designs processor architectures and licenses them to chipmakers, earning license fees and royalties on chips that use its designs. Its technology sits at the heart of most smartphones and a growing share ofData Centerand PC processors. Its valuation has been among the richest …
According to market reports, third-quarter revenue was $40.02 million, up 10.4% from a year earlier and ahead of the consensus estimate of about $39.07 million. The company posted aGAAPloss of two cents per share, narrower than the nine-cent loss expected, and adjusted EBITDA came …
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