Q2 results are mostly in and how did Intel do?

As the big bo-m ends and the famine starts, where is Intel as we enter the desert, DEAD LAST, lay-offs are all but assured l!

https://semiwiki.com/forum/index.php?threads/semiconductor-companies-q2-2022-revenue-growth-excluding-equipment-software-and-materials-manufacturers.16307/

Company Name: (% YoY), (% QoQ), (% current quarter vs previous quarter guidance)

Hua Hong Semiconductor: 79.4%, 4.4%, 0.7%
SiTime Corporation: 78.5%, 13%, N/A
Analog Devices: 77%, 4.64% , 4% (Q3 FY2022)
Renesas Electronics: 72.83%, 8.62%, 1.13% ~ 3.25%
AMD: 70%, 11.26%, 1.52%
Wolfspeed: 56.72%, 21.54%, 1.75% ~ 8.32% (Q4 FY2022)
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
Marvell Technology: 41%, 5%, 2.83% (Q2 FY2023)
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)
SkyWater Technology: 15%, 1.46%, N/A
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
JCET Group: 4.9%, -8.24, N/A
Nvidia: 3%, -19%, -11.94% (Q2 FY2023)
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%

Comment! It's anonymous!

3 replies (most recent on top)

This is like death by a thousand cuts kind of scenario. All these companies are slowly but surely eroding the lead Intel had in x86 and memory sector (when they used to make NAND). To be fair all the semi companies in the top 10 by market cap are down today. https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-market-cap/#:~:text=Largest%20semiconductor%20companies%20by%20market%20cap%20%20,%20%205.52%25%20%2030%20more%20rows%20

Semiconductor industry is cyclical. TSMC and Samsung are definitely ahead of Intel (for now) just as Intel was ahead of TSMC and Samsung until about 2017 or so when they started pulling ahead. This new guy though is getting all the money (on taxpayer's dime!) and making arrangements with canadian loansharks to pump in more money. Definitely not a sign of a healthy company, waiting to see what the future holds. Wondering if this company would have already filed for bankruptcy had it not been for these interventions. INTC - you better pull miracle out of your a-s or you are not going to be around for too long.

I see this as good news. Beating a top dog like Nanya Technology is no small feat.

We could use a good laugh, this was posted earlier.

AMD in the rear view mirror…

https://m.youtube.com/watch?v=pucOm5StP3s&feature=youtu.be

Thread regarding Intel Corp. layoffs

Q2 results are mostly in and how did Intel do?

3 replies (most recent on top)

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