Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Tokyo Electron Plans Expansion Despite AI Spending Doubts
Tokyo Electron Ltd. reaffirmed its annual outlook and outlined plans to build a ¥104 billion ($681 million) plant, suggesting ...
Tokyo Electron Beats Estimates as AI Spending Doubts Rise
Tokyo Electron Ltd.’s profit beat expectations on robust sales of chipmaking gear underpinning an artificial intelligence ...
Tesla Dojo: Elon Musk’s big plan to build an AI supercomputer, explained
For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...
Onto Innovation Inc. (ONTO) Q4 2024 Earnings Call Transcript
Onto Innovation Inc. ( NYSE: ONTO) Q4 2024 Earnings Conference Call February 6, 2025 4:30 PM ET Sidney Ho - Investor Relations Michael Plisinski - Chief Executive Officer Mark Slicer - Chief Financial ...
Digi Times19h
SiPh progress exceeds TSMC's expectations; optical communication CPO heats up ahead of schedule
Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still ...
Earnings call transcript: Onto Innovation beats Q4 2024 expectations
Onto Innovation Inc. (NYSE:ONTO) reported stronger-than-expected earnings for the fourth quarter of 2024, with earnings per share (EPS) of $1.51, surpassing the forecast of $1.41. The company also ...