Gewinn & Umsatz News zur ASICS Aktie

 

PALO ALTO, Kalifornien (IT-Times) - Morgan Stanley hat sich in einem Research-Bericht zu Broadcom zu Wort gemeldet und hebt das Kursziel für die Aktie wegen kundenspezifischen Chips und Netzwerktec......

Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New Taiwan dollar, tariff uncertainties, and weak demand in consumer electronics and PCs have led panel makers to reduce capacity to keep prices steady, softening typical peak-season demand in the third quarter of 2025....

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Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13, citing lower-than-expected volume production and delays in revenue recognition from non-recurring engineering (NRE) projects. Net profit for the period came in at NT$1.323 billion (approx. US$44 million), down 9.6% quarter-over-quarter and 16.6% year-over-year....

Asics Corp. shares jumped as much as 18% after raising its full-year forecast, predicting record earnings and bringing forward mid-term targets by a year....

Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale production in the fourth quarter of 2025. The focus will be on orders for high-margin applications, such as AI servers, AI GPUs, ASICs, and switches. Production volume is set to increase steadily starting in 2026, with AI product revenue projected to account for up to 20% of total annual sales....

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Nvidia Drops After Revenue Forecast Disappoints Exuberant Expectations Earlier today we wrote an extensive preview of what to expect from Nvidia's Q3 earnings (here), but for those who missed it here is the summary: sky high expectations, which only go higher in 2025 and beyond when the full rollout of Blackwell is expected to hit the P&L, with everyone already long (Goldman desk positioning is 9 out of 10) and anything less than perfection will be punished by the market. The bull/bear case according to Goldman is as follows: Bulls playing for a 'break-out' trade on an expected beat/raise (with downside arguably cushioned by the upcoming Blackwell launch) Bears playing for a reset in the stock driven by a growing list of moving parts (Blackwell noise, scaling laws, custom ASICs/silicon, ROICs, etc) vs valuation back at ~15-mo highs. In terms of expectations, Q3 revenue is projected to come in at $33.25 billion, the average estimate of analysts; and the median Q4 revenue target is $37.1 bil...