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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (95314)	10/30/2025 9:57:12 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

Reuters) -Wolfspeed ( WOLF ) on Wednesday forecast second-quarter revenue below analyst estimate, highlighting the challenges facing the U.S. chipmaker as it recovers from bankruptcy and confronts subdued demand. Shares of company plunged more than 18% in extended trading. The company, a key supplier of silicon carbide semiconductors used in electric vehicles and renewable energy equipment, has faced slow orders from automakers and mounting competition from larger rivals such as STMicroelectronics and Infineon. "In line with others in the industry, Wolfspeed ( WOLF ) has experienced ongoing softness in the market that it expects will continue through fiscal 2026," the company said. Wolfspeed ( WOLF ), which filed for Chapter 11 protection in June and emerged last month after slashing its debt by about 70%, is still contending with the aftereffects of overcapacity and uncertain automotive demand. The Durham, North Carolina-based firm had bet heavily on silicon carbide materials to drive long-term growth, but those gains have been slower to materialize as automakers temper production and push out chip orders. For the first quarter, the company posted revenue of $197 million, compared with $195 million, a year earlier. The company said it sees near term headwinds while advancing into new, high-growth applications like AI data centers, aerospace and energy storage. The company posted a loss of 55 cents per share on an adjusted basis, compared with a loss of 91 cents per share a year earlier. Wolfspeed ( WOLF ) expects second-quarter revenue of between $150 million and $190 million, compared with estimates of $231.94 million, according to data compiled by LSEG. (Reporting by Kritika Lamba in Bengaluru; Editing by Anil D'Silva)

To: Return to Sender who wrote (95314)	10/30/2025 12:03:04 PM
From: Elroy	1 Recommendation Recommended By Return to Sender Respond to of 95616

I was comparing ALGM and SIMO today. ALGN just did $215m with 50% gross margins, 14% operating margins, and guided next quarter to be flattish. Tonight when SIMO reports they will probably do $240m with 50% gross and 16% operating margins, guide next quarter to be up somewhat ALGM has $120m cash and $230m long term debt. SIMO has $250m cash and no debt. So....they look fairly similar, with SIMO's model looking a bit better than ALGM ALGM market cap = $5.6 billion. SIMO market cap = $3.4 billion It's just not fair.....