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Semiconductor Companies Q2 2022 Revenue Growth (Excluding equipment, software, and materials manufacturers)

hist78

Well-known member
  • Updated 6/30/2022 evening

  • Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

    Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Fiscal Q3 2022 ended 6/2/2022)

  • Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
  • Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

  • Sorted by % YoY, high to low

  • Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Fiscal Q3 2022 ended 6/2/2022)


  • Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the company name

Allegro MicroSystems 7/28/2022
Alpha and Omega Semiconductor 8/10/2022
AMD 7/26/2022
Amkor Technology 7/25/2022
ams OSRAM 7/29/2022
Analog Devices 8/17/2022
ASE Group 8/4/2022
Broadcom 9/1/2022
Cirrus Logic 7/27/2022
Diodes Incorporated (Diodes) 8/4/2022
GlobalFoundries 8/9/2022
Himax Technologies 8/11/2022
Infineon 8/3/2022
Intel 7/28/2022
JCET Group 8/26/2022
Macronix International 7/26/2022
Marvell Technology 8/25/2022
MediaTek 8/3/2022
Melexis NV 7/26/2022
Microchip Technology 8/2/2022
Nanya Technology 7/11/2022
Novatek Microelectronics 8/4/2022
Nvidia 8/17/2022
NXP 7/24/2022
onsemi 8/2/2022
Phison Electronics 7/29/2022
Power Integrations Inc 7/27/2022
Powerchip Semiconductor 7/13/2022
Powertech Technology Inc. (PTI) 8/4/2022
Qorvo 8/3/2022
Qualcomm 7/27/2022
Realtek 7/25/2022
Renesas Electronics 7/28/2022
Samsung Memory 7/28/2022
Semtech Corporation 8/30/3022
Silicon Laboratories 7/27/2022
SiTime Corporation 8/3/2022
SK Hynix 7/27/2022
SkyWater Technology 8/2/2022
Skyworks Solutions 8/4/2022
SMIC 8/5/2022
STMicroelectronics 7/27/2022
Texas Instruments 7/20/2022
Tower Semiconductor 8/1/2022
TSMC 7/14/2022
UMC 7/26/2022
Vanguard International 8/2/2022
Winbond 8/4/2022
Wolfspeed 8/16/2022


~ Sorted by the earnings announcement date

Nanya Technology 7/11/2022
Powerchip Semiconductor 7/13/2022
TSMC 7/14/2022
Texas Instruments 7/20/2022
NXP 7/24/2022
Amkor Technology 7/25/2022
Realtek 7/25/2022
AMD 7/26/2022
Melexis NV 7/26/2022
UMC 7/26/2022
Macronix International 7/26/2022
Cirrus Logic 7/27/2022
Power Integrations Inc 7/27/2022
Qualcomm 7/27/2022
Silicon Laboratories 7/27/2022
SK Hynix 7/27/2022
STMicroelectronics 7/27/2022
Allegro MicroSystems 7/28/2022
Intel 7/28/2022
Renesas Electronics 7/28/2022
Samsung Memory 7/28/2022
ams OSRAM 7/29/2022
Phison Electronics 7/29/2022
Tower Semiconductor 8/1/2022
Microchip Technology 8/2/2022
onsemi 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Broadcom 9/1/2022
Semtech Corporation 8/30/3022
 
Last edited:

hist78

Well-known member

Daniel Nenni

Admin
Staff member
Q2 2022 earnings will be a big tell. Personally I think 2022 semiconductor revenue growth will still be in the double digits and 2023 back to single digits. I'm still seeing big design start activity. EDA and IP growth are still in the double digits which is amazing. I will talk more about that on my podcast next week with Wally Rhines so stay tuned.
 

hist78

Well-known member
Q2 2022 earnings will be a big tell. Personally I think 2022 semiconductor revenue growth will still be in the double digits and 2023 back to single digits. I'm still seeing big design start activity. EDA and IP growth are still in the double digits which is amazing. I will talk more about that on my podcast next week with Wally Rhines so stay tuned.

It will be an interesting and exciting quarter for some semiconductor companies and a miserable quarter for some other.
 

hist78

Well-known member
  • Updated 7/14/2022 morning

    Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

  • Nanya Technology: -20.4%, -9.6%, N/A
  • TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)

  • Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

Sorted by % YoY, high to low


TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Fiscal Q3 2022 ended 6/2/2022)
Nanya Technology: -20.4%, -9.6%, N/A

  • Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the company name

Allegro MicroSystems 7/28/2022
Alpha and Omega Semiconductor 8/10/2022
AMD 7/26/2022
Amkor Technology 7/25/2022
ams OSRAM 7/29/2022
Analog Devices 8/17/2022
ASE Group 8/4/2022
Broadcom 9/1/2022
Cirrus Logic 7/27/2022
Diodes Incorporated (Diodes) 8/4/2022
GlobalFoundries 8/9/2022
Himax Technologies 8/11/2022
Infineon 8/3/2022
Intel 7/28/2022
JCET Group 8/26/2022
Macronix International 7/26/2022
Marvell Technology 8/25/2022
MediaTek 8/3/2022
Melexis NV 7/26/2022
Microchip Technology 8/2/2022
Novatek Microelectronics 8/4/2022
Nvidia 8/17/2022
NXP 7/24/2022
onsemi 8/2/2022
Phison Electronics 7/29/2022
Power Integrations Inc 7/27/2022
Powerchip Semiconductor 8/9/2022
Powertech Technology Inc. (PTI) 8/4/2022
Qorvo 8/3/2022
Qualcomm 7/27/2022
Realtek 7/25/2022
Renesas Electronics 7/28/2022
Samsung Memory 7/28/2022
Semtech Corporation 8/30/2022
Silicon Laboratories 7/27/2022
SiTime Corporation 8/3/2022
SK Hynix 7/27/2022
SkyWater Technology 8/2/2022
Skyworks Solutions 8/4/2022
SMIC 8/5/2022
STMicroelectronics 7/27/2022
Texas Instruments 7/26/2022
Tower Semiconductor 8/1/2022
UMC 7/26/2022
Vanguard International 8/2/2022
Winbond 8/4/2022
Wolfspeed 8/16/2022


~ Sorted by the earnings announcement date

NXP 7/24/2022
Amkor Technology 7/25/2022
Realtek 7/25/2022
AMD 7/26/2022
Melexis NV 7/26/2022
Texas Instruments 7/26/2022
UMC 7/26/2022
Macronix International 7/26/2022
Cirrus Logic 7/27/2022
Power Integrations Inc 7/27/2022
Qualcomm 7/27/2022
Silicon Laboratories 7/27/2022
SK Hynix 7/27/2022
STMicroelectronics 7/27/2022
Allegro MicroSystems 7/28/2022
Intel 7/28/2022
Renesas Electronics 7/28/2022
Samsung Memory 7/28/2022
ams OSRAM 7/29/2022
Phison Electronics 7/29/2022
Tower Semiconductor 8/1/2022
Microchip Technology 8/2/2022
onsemi 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
Last edited:

hist78

Well-known member
Updated 7/26/2022 evening

Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)


NXP: 27.6%, 6%, 1% ~ %6
Texas Instruments: 14%, 6%, -5% ~ 2%


Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
NXP: 27.6%, 6%, 1% ~ 6%
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Fiscal Q3 2022 ended 6/2/2022)
Texas Instruments: 14%, 6%, -5% ~ 2%
Nanya Technology: -20.4%, -9.6%, N/A


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


Macronix International 7/26/2022
Cirrus Logic 7/27/2022
Melexis NV 7/27/2022
Power Integrations Inc 7/27/2022
Qualcomm 7/27/2022
Silicon Laboratories 7/27/2022
SK Hynix 7/27/2022
STMicroelectronics 7/27/2022
UMC 7/27/2022
Allegro MicroSystems 7/28/2022
Intel 7/28/2022
Realtek 7/28/2022
Renesas Electronics 7/28/2022
Samsung Memory 7/28/2022
ams OSRAM 7/29/2022
Phison Electronics 7/29/2022
Amkor Technology 8/1/2022
Tower Semiconductor 8/1/2022
AMD 8/2/2022
Microchip Technology 8/2/2022
onsemi 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
Last edited:

hist78

Well-known member
Updated 7/28/2022 evening

Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)


Macronix International: -1%, -2%, N/A
Intel: -22%, -16.85% , -12% ~ -17%
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
SK Hynix: 34%, 14%, N/A
STMicroelectronics: 28.3%, 8.2%, 10.5%
UMC: 41.54%, 13.61%, N/A
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Realtek: 18%, 2.5%, N/A
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
Samsung Memory: 18%, 5%, N/A

Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Fiscal Q3 2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Macronix International: -1%, -2%, N/A
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


ams OSRAM 7/29/2022
Phison Electronics 7/29/2022
Amkor Technology 8/1/2022
Tower Semiconductor 8/1/2022
AMD 8/2/2022
Cirrus Logic 8/2/2022
Microchip Technology 8/2/2022
onsemi 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Power Integrations Inc 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 

hist78

Well-known member
Updated 7/31/2022 morning

Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)


ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Phison Electronics: 2.4%, -5%, N/A


Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Phison Electronics: 2.4%, -5%, N/A
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date



Amkor Technology 8/1/2022
Tower Semiconductor 8/1/2022
AMD 8/2/2022
Cirrus Logic 8/2/2022
Microchip Technology 8/2/2022
onsemi 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Power Integrations Inc 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 

hist78

Well-known member
Updated 8/1/2022 afternoon

Added revenue data from the company below: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
onsemi: 25%, 7.2%, -0.72% ~ 4.08%


Q2 2022 Revenue (Excluding equipment, software, and materials manufacturers):
Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Phison Electronics: 2.4%, -5%, N/A
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


Tower Semiconductor 8/2/2022
AMD 8/2/2022
Cirrus Logic 8/2/2022
Microchip Technology 8/2/2022
SkyWater Technology 8/2/2022
Vanguard International 8/2/2022
Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Power Integrations Inc 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
Last edited:

hist78

Well-known member
Updated 8/2/2022 evening

Highlights:

~ AMD, Vanguard International, Cirrus Logic, and Microchip Technology all posted excellent YoY growth.
~ AMD Q2 YoY revenue growth (70%) is in the opposite direction of the Intel's (down -22%) released last week.
~ Tower Semiconductor achieved 18% YoY growth. It does not give Q3 guidance due to the pending Intel merge.
~ Among the five companies that released earnings today, three of them (not including Tower Semiconductor) forecasted a softer Q3 2022.

Added revenue data from the company below: (YoY), (QoQ), (Current quarter vs previous quarter guidance)

Tower Semiconductor: 18%, 1.19%, N/A
AMD: 70%, 11.26%, 1.52%
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2003)
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%


Q2 2022 Revenue Growth ~ All Companies (Excluding equipment, software, and materials manufacturers):
Company Name: (YoY), (QoQ), (Current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2003)
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Phison Electronics: 2.4%, -5%, N/A
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


Infineon 8/3/2022
MediaTek 8/3/2022
Qorvo 8/3/2022
SiTime Corporation 8/3/2022
ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Power Integrations Inc 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
SkyWater Technology: 8/15/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
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hist78

Well-known member
Updated 8/3/2022 afternoon

Highlights:

~ Infineon did very well to achieve 33% YoY revenue growth.
~ MediaTek is predicting a softer Q3 revenue growth from Q2.

Added revenue data from the company below: (YoY), (QoQ), (Current quarter vs previous quarter guidance)

Infineon: 33%, 10%, 7.8% (Q3 FY2022)
MediaTek: 23.9%, 9.1%, -0.98% ~ -9%
Qorvo: -6.76%, -11.24, 8.21% ~ 11.11% (Q1 FY2023)
SiTime Corporation: 78.5%, 13%, N/A


Q2 2022 Revenue Growth ~ All Companies (Excluding equipment, software, and materials manufacturers):
Company Name: (YoY), (QoQ), (Current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


SiTime Corporation: 78.5%, 13%, N/A
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Infineon: 33%, 10%, 7.8% (Q3 FY2022)
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2003)
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
MediaTek: 23.9%, 9.1%, -0.98% ~ -9%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Phison Electronics: 2.4%, -5%, N/A
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Qorvo: -6.76%, -11.24, 8.21% ~ 11.11% (Q1 FY2023)
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


ASE Group 8/4/2022
Diodes Incorporated (Diodes) 8/4/2022
Novatek Microelectronics 8/4/2022
Power Integrations Inc 8/4/2022
Powertech Technology Inc. (PTI) 8/4/2022
Skyworks Solutions 8/4/2022
Winbond 8/4/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
SkyWater Technology: 8/15/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 

hist78

Well-known member
Updated 8/5/2022 afternoon

Highlights:

~ ASE Group, the largest IC packaging and testing company in the world, reported 21% YoY revenue growth but predicted a flat Q3.
~ Diodes reported a record $501 million quarterly revenue, a record 41.2% gross profit margin, and a record $80.2 million net income.

Added revenue data from the company below: (YoY), (QoQ), (Current quarter vs previous quarter guidance)

ASE Group - IC ATM (IC Assembly, Testing, and Material): 21%, 13%, 0%
Diodes Incorporated (third quarter): 13.7%, 3.9%, 4%
Power Integrations Inc: 2%, 1%, -10.32%
Powertech Technology Inc. (PTI): 11.7%, 12.81%, 0%
Skyworks Solutions: 10%, 7.7%, 11.15 ~ 15.57% (Q3 FY2022)


Q2 2022 Revenue Growth ~ All Companies (Excluding equipment, software, and materials manufacturers):
Company Name: (YoY), (QoQ), (Current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


SiTime Corporation: 78.5%, 13%, N/A
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Infineon: 33%, 10%, 7.8% (Q3 FY2022)
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2003)
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
MediaTek: 23.9%, 9.1%, -0.98% ~ -9%
ASE Group - IC ATM (IC Assembly, Testing, and Material): 21%, 13%, 0%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Diodes Incorporated (Diodes): 13.7%, 3.9%, 4%
Powertech Technology Inc. (PTI): 11.7%, 12.81%, 0%
Skyworks Solutions: 10%, 7.7%, 11.15 ~ 15.57% (Q3 FY2022)
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Phison Electronics: 2.4%, -5%, N/A
Power Integrations Inc: 2%, 1%, -10.32%
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Qorvo: -6.76%, -11.24, 8.21% ~ 11.11% (Q1 FY2023)
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


Novatek Microelectronics 8/5/2022
Winbond 8/5/2022
SMIC 8/5/2022
GlobalFoundries 8/9/2022
Powerchip Semiconductor 8/9/2022
Alpha and Omega Semiconductor 8/10/2022
Himax Technologies 8/11/2022
SkyWater Technology: 8/15/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 

hist78

Well-known member
Updated 8/10/2022 morning

Highlights:

~ GlobalFoundries, record revenue of $1.99 billion, up 23% year-over-year and forecasted a strong Q3.
~ Winbond forecasted a slower Q3 2022

Added revenue data from the company below: (YoY), (QoQ), (Current quarter vs previous quarter guidance)

Novatek Microelectronics: -7.77%, -13.83%, N/A
Winbond: 5.6%, 0.5%, N/A
GlobalFoundries: 23%, 3%, 2% ~ 3.61%
Powerchip Semiconductor: 42.4%, 5.4%, N/A
Alpha and Omega Semiconductor: 9.42%, -4.53, 8.25% (Q4 FY2022)


Q2 2022 Revenue Growth ~ All Companies (Excluding equipment, software, and materials manufacturers):
Company Name: (YoY), (QoQ), (Current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


SiTime Corporation: 78.5%, 13%, N/A
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%
Powerchip Semiconductor: 42.4%, 5.4%, N/A
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Infineon: 33%, 10%, 7.8% (Q3 FY2022)
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2023)
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
MediaTek: 23.9%, 9.1%, -0.98% ~ -9%
GlobalFoundries: 23%, 3%, 2% ~ 3.61%
ASE Group - IC ATM (IC Assembly, Testing, and Material): 21%, 13%, 0%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Diodes Incorporated (Diodes): 13.7%, 3.9%, 4%
Powertech Technology Inc. (PTI): 11.7%, 12.81%, 0%
Skyworks Solutions: 10%, 7.7%, 11.15 ~ 15.57% (Q3 FY2022)
Alpha and Omega Semiconductor: 9.42%, -4.53, 8.25% (Q4 FY2022)
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Winbond: 5.6%, 0.5%, N/A
Phison Electronics: 2.4%, -5%, N/A
Power Integrations Inc: 2%, 1%, -10.32%
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Qorvo: -6.76%, -11.24, 8.21% ~ 11.11% (Q1 FY2023)
Novatek Microelectronics: -7.77%, -13.83%, N/A
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date


Himax Technologies 8/11/2022
SMIC 8/12/2022
SkyWater Technology: 8/15/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/17/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
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hist78

Well-known member
Updated 8/12/2022 morning

Highlights:

~ Nvidia pre-announced Q2 FY2023 (ended 7/31/2022) preliminary results on August 8, 2022. Earning conference call will be held on August 24, 2022.
  • 1. Preliminary second quarter revenue of $6.70 billion versus outlook of $8.10 billion
  • 2. Shortfall versus outlook primarily driven by weaker Gaming revenue
  • 3. Management to discuss financial results and outlook on Aug. 24 earnings call
~ SMIC warned a flat third quarter and significant downward trend of smartphone market.

~ Hua Hong Semiconductor forecasted a flat third quarte, 0.7% QoQ revenue growth.

Added revenue data from the company below: (YoY), (QoQ), (Current quarter vs previous quarter guidance)

Nvidia: 3%, -19%, N/A (Q2 FY2023 preliminary, conference call on 8/24)
Himax Technologies: -14.42%, 24.27%, -35% ~ -39%
SMIC: 41.6%, 3.3%, 0~ 2%
Hua Hong Semiconductor: 79.4%, 4.4%, 0.7%


Q2 2022 Revenue Growth ~ All Companies (Excluding equipment, software, and materials manufacturers):
Company Name: (YoY), (QoQ), (Current quarter vs previous quarter guidance)
~ Sorted by % YoY, high to low


Hua Hong Semiconductor: 79.4%, 4.4%, 0.7%
SiTime Corporation: 78.5%, 13%, N/A
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Silicon Laboratories: 55%, 13%, 0.8% ~ 5%
Vanguard International: 50.7%, 13.4%, -13.07% ~ -15.69%
Powerchip Semiconductor: 42.4%, 5.4%, N/A
Cirrus Logic: 42.09%, -19.67%, 14.3% ~ 24.49% (Q1 FY2023)
SMIC: 41.6%, 3.3%, 0~ 2%
UMC: 41.54%, 13.61%, N/A
TSMC: (36.6% in US$/43.5% in NT$), (3.4% in US$/8.8% in NT$), (9.03% ~ 13.44% in US$)
Qualcomm: 36%, -2%, 0.6% ~ 8% (Q3 FY2022)
SK Hynix: 34%, 14%, N/A
Infineon: 33%, 10%, 7.8% (Q3 FY2022)
Melexis NV: 31%, 13%, 3.16% ~ 5.56%
STMicroelectronics: 28.3%, 8.2%, 10.5%
NXP: 27.6%, 6%, 1% ~ 6%
Microchip Technology: 25.1%, 6.5%, 3% ~ 7% (Q1 FY2003)
onsemi: 25%, 7.2%, -0.72% ~ 4.08%
MediaTek: 23.9%, 9.1%, -0.98% ~ -9%
GlobalFoundries: 23%, 3%, 2% ~ 3.61%
ASE Group - IC ATM (IC Assembly, Testing, and Material): 21%, 13%, 0%
Realtek: 18%, 2.5%, N/A
Samsung Memory: 18%, 5%, N/A
Micron Technology Inc.: 16.44%, 10.91%, -16.67% (Q3 FY2022 ended 6/2/2022)
Allegro MicroSystems: 16%, 8.74% , 1% ~ 5.6% (Q1 FY2023)
Texas Instruments: 14%, 6%, -5% ~ 2%
Diodes Incorporated (Diodes): 13.7%, 3.9%, 4%
Powertech Technology Inc. (PTI): 11.7%, 12.81%, 0%
Skyworks Solutions: 10%, 7.7%, 11.15 ~ 15.57% (Q3 FY2022)
Alpha and Omega Semiconductor: 9.42%, -4.53, 8.25% (Q4 FY2022)
Amkor Technology: 6.97%, -5.76%, 25% ~ 32%
Winbond: 5.6%, 0.5%, N/A
Nvidia: 3%, -19%, N/A (Q2 FY2023 preliminary, conference call on 8/24)
Phison Electronics: 2.4%, -5%, N/A
Power Integrations Inc: 2%, 1%, -10.32%
Macronix International: -1%, -2%, N/A
ams OSRAM: -5%, -5%, -2.54% ~ 5.93%
Qorvo: -6.76%, -11.24, 8.21% ~ 11.11% (Q1 FY2023)
Novatek Microelectronics: -7.77%, -13.83%, N/A
Nanya Technology: -20.4%, -9.6%, N/A
Intel: -22%, -16.85% , -12% ~ -17%


Upcoming Earnings Announcement Dates (Estimated):
~ Sorted by the earnings announcement date



SkyWater Technology: 8/15/2022
Wolfspeed 8/16/2022
Analog Devices 8/17/2022
Nvidia 8/24/2022
Marvell Technology 8/25/2022
JCET Group 8/26/2022
Semtech Corporation 8/30/2022
Broadcom 9/1/2022
 
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