Semiconductors_ Weekly_ Earnings Week 3 (ALAB, AMKR, GFS, MKSI, AMAT)
ABIResearch·2025-02-13 06:50
We preview another busy week of earnings, which should show short term strength in equipment revenues amid continued geopolitical spending drivers. ALAB (EW, reporting after the market close on Monday, February 10): We expect another strong quarter as Astera benefits from Amazon's Trainium ramp. The supply chain continues to indicate a very steep ramp in Amazon's Trainium units, where Astera has significantly higher content. We think it is likely there will be upside in the March quarter from what we and th ...