Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

-3.9%

4:00 PM EST

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To: Sam who wrote (94046)	3/20/2025 4:19:43 PM
From: Elroy	Read Replies (1) of 95346

Negative MU item I see is sales are forecast to go up, but gross margins are forecast to go down (below this Q and last). Not sure why. Maybe new product ramps are not at top yields next Q, and they're pulling corporate gross margins lower? Sorta wonder why gross margins aren't climbing with sales. In the Nov 2024 Q they did $8.7b sales with 39.5% gross margins. In the Feb 2025 Q they did $8.0b sales with 37.9% gross margings. Next Q they forecast $8.0b sales and only 36.5% gross margins. Why GM going down? Other than that it looks spiffy.

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