Fabs

Semiconductor contract manufacturer and design company Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) reported a 39.2% jump in its two-month revenue for January and February in 2025 as compared to the same period last year. What Happened: TSM reported on Monday that its February 2025 revenue rose 43...

ON Semiconductor Corp. (NASDAQ:ON) missed street expectations in the fourth quarter, predicting a sluggish first quarter for its automotive segment as its shares tumbled over 8% after the earnings report on Monday. What Happened: Lower global automotive demand combined with slower-than-expected...

In a report published Monday, Bernstein analyst Mark Newman commented that following two consecutive quarters of guide-downs, shares of SanDisk Corporation (NASDAQ: SNDK) are now trading approximately 40 percent below its replacement value (fabs, royalty and cash). According to Newman, the 40...