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MARVELL ACQUIRING LUMENTUM?!
$MRVL is reportedly in advanced talks to acquire $LITE , a maker of optical components for AI data centers.
We pulled up a side-by-side comparison of both companies:
Revenue growth: Lumentum 109.3% vs. Marvell 36.5% YoY
Market cap: Marvell $226.13B vs. Lumentum $83.63B
Quarterly revenue: Marvell $2.74B vs. Lumentum $1.01B
Operating margin: Lumentum 27.8% vs. Marvell 16.8%
No deal terms have been disclosed, and neither company has announced a definitive agreement.
Could this reshape Marvell’s position in AI infrastructure?
#Marvell #Lumentum #investing #stocknews
Is Micron $MU still undervalued, or is the market already pricing in peak-cycle profits?
Our normalized valuation puts Micron at $1,723/share today, based on 50% annual revenue growth for 3 years, a 50% net margin, and a 10x exit P/E.
But new memory supply could pressure margins beyond 2028–2029. How sustainable are Micron’s massive near-term profits?
Watch the full analysis linked in the comments.
#Micron #Investing
$SKHY SK Hynix : Operating profit KRW 83.33T vs. KRW 60.54T in Q2. Revenue KRW 104.62T vs. KRW 79.32T.
What management said about HBM demand and pricing is in the thread.
What changed at SK hynix in Q3?
• Financial performance: Revenue rose 32% QoQ to KRW 104.62T, while operating profit increased 38% to KRW 83.33T.
• HBM: HBM4 shipments began in earnest. SK hynix expects HBM4 to surpass HBM3E in shipment volume and revenue in Q4.
• Pricing and contracts: Long-term agreements now cover more than 50% of production capacity for 2027–2028, with pricing mechanisms designed to reflect market conditions.
• Capex: SK hynix expects investment to increase significantly next year as the Yongin Phase 1 facility enters full-scale operation and infrastructure investment gains momentum.
Next up: Samsung's division numbers Thursday at 09:00 PHT, followed by $SNDK earnings on Thursday.
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$GOOGL reports tonight. Cloud backlog was ~$514B in Q2. Capex guide for the year is $195–205B.
We're watching whether that guide goes up again.
Alphabet’s revenue reached $120B in Q2 2026, up 24% year over year. After slower growth through 2024, revenue growth has accelerated, highlighting the scale of Google's expanding business.
$GLW : @Corning Core EPS $0.91 vs ~$0.87 expected. Revenue $5.08B vs ~$5.0B. Optical Communications sales up 44% to $2.38B.
$COHR and $LITE report Nov 4–5.
#Corning #Earningsreport #investing #stocknews
Where does $AMKR fit in semiconductor manufacturing?
Amkor Technology handles chip testing and packaging, preparing semiconductors for integration into finished electronic devices.
In Q3 FY2026, revenue reached $1.99B, up 4.9% QoQ, while net income climbed 50.6% YoY to $190.6M. However, elevated CapEx kept free cash flow negative at $61.6M.
Watch the full video linked in the comments.
#Amkor#investing #Semiconductors
$NXPI reports tonight. Expected EPS $4.12–4.14 on $3.76–3.77B revenue. Auto and industrial have been the weak half of semis.
We're looking for any sign that changed.
$LRCX CEO Tim Archer expects wafer fab equipment (WFE) spending to exceed $200B in 2027, up from the mid-$150B range projected for 2026. Growth is expected to be led by DRAM, followed by leading-edge foundry logic and NAND.
Lam just delivered record quarterly revenue of $8.2B, up 54% YoY, with operating margins reaching 40.2%. But can the industry keep up with demand?
Cleanroom capacity and supply chain constraints could limit equipment shipments, while China's spending remains uncertain. Our latest CSI analysis explores the growth opportunity and the risks behind the $200B forecast.
Full article linked in the comments.
#Lamresearch #Investing #ChipStockInvestor
Read here: chipstockinvestor.com/articl…
We go through these earnings live with Semi Insider members on Wednesday.
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