Semiconductors

Analog Devices
ADI is entering FY25 with growing confidence, backed by signs of cyclical recovery and momentum across diversified end markets.
ON Semiconductor
The global sports wear market size attained a value of nearly $313.22bn in 2023. The market is further expected to grow at a CAGR of 6.6% between 2024 and 2032, to reach a value of around $558.14bn by 2032.
Applied Materials
In Q1FY25, Applied Materials announced a strategic equity investment—acquiring a 9% stake in BE Semiconductor Industries (BESI)—a pivotal move that solidifies its leadership in advanced semiconductor packaging
Arm Holdings
Arm Holdings continues to demonstrate its central role in the accelerating adoption of AI across multiple verticals.
Universal Display Corp
Momentum Universal Display Corporation (UDC) delivered record-breaking financial results in 2024, achieving $648 million in revenue (12% year-over-year growth) and a net income of $222 million, translating to $4.65 per diluted share.
ON Semiconductor
The company continues to invest in disruptive innovation while maintaining tight control over costs to ensure long-term competitiveness.
Qualcomm
Qualcomm continues to strengthen its position in AI and computing, with Snapdragon AI leading the shift toward on-device inference and DeepSeek-R1 enhancing Snapdragon PC and smartphone experiences
Autodesk
Autodesk has delivered solid top-line and bottom-line growth, showing its resilience in a dynamic macroeconomic environment and its ability to scale revenue and earnings effectively.
Microchip Technology
Microchip has launched a comprehensive nine-point plan aimed at improving operational efficiency and financial performance.
KLA Corporation - equity report
KLA Corporation anticipates a significant impact on its 2025 revenue due to recent U.S. export controls targeting China. The company projects a reduction of approximately $500mn (±$100mn) in revenue, with around 70% of this decline affecting its systems business.
STMicroelectronics
To strengthen its manufacturing footprint, STM announced a new silicon carbide facility in Catania, Italy, enhancing production capabilities.
NXP Semiconductors
The company exceeded expectations in Q4, with revenue surpassing the midpoint of guidance by $11mn.