#applied-materials-earnings

#applied-materials-earnings

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.

Nexchip Semiconductor is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.

Marvell reported Q4 FY2026 revenue of $2.22 billion, beating Wall Street expectations near $2.21 billion. Non-GAAP EPS came in at $0.80 versus the $0.79 consensus estimate. Those are modest beats on the headline numbers, but Cramer's "$1 billion more in sales than anyone thought" framing appears to reference the magnitude of data center revenue relative to where expectations stood earlier in the year.

Bernstein's analysis suggests that the recent selloff creates an attractive entry point for investors, emphasizing that TurboQuant should have 'zero impact' on hard disk drive demand and 'negligible impact' on NAND demand.

Rambus ( NASDAQ: RMBS) reports fourth-quarter 2025 results Monday after the bell with consensus expecting continued double-digit revenue growth driven by DDR5 product strength and steady licensing demand. The company is coming off a quarter marked by record product revenue and strong cash generation, reinforcing confidence in its hybrid chip-plus-IP model. The stock is already up 20% so far in 2026 as investors look to gauge how durable DDR5 momentum remains and how quickly next-generation platforms like MRDIMM begin to contribute.