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CSI blog of the week: Fiber Is Winning the Data Center – So Why Did Corning Stock Get Cut in Half?.
Read full analysis linked in the comments.
#Corning #investing #blog
Read here: chipstockinvestor.com/articl…
Here are this week's CSI Youtube videos that you might have missed.
1. Is Amkor a Buy After Nvidia’s $3 Billion Deal?
2. The Market Isn’t Wrong About Micron -- Here’s Why 3. Will PTC Do to Schneider What Ansys Did to Synopsys?
All videos are linked in the comments.
#investing #ChipStockInvestor
Here is this week's CSI Research article that you might have missed.
Fiber Is Winning the Data Center – So Why Did Corning Stock Get Cut in Half?
-Four new long-term, multibillion-dollar agreements in Q3, including Verizon, AT&T, and Zayo, push Corning's fiber story beyond the hyperscalers and back into telecom and data center interconnect.
Read full analysis linked in the comments.
#investing #Corning
Read here: chipstockinvestor.com/articl…
Earnings to watch next week!
Which company are you most interested in hearing from?
Vote below and tell us what you’ll be watching. 👇
#EarningsSeason #ChipStocksInvestor
40%AMD
7%QCOM
33%COHR
20%LITE
15 votes • 17 hours$SNDK: Non-GAAP EPS hit $49.51 vs. the $44–46 guide (expected $46.11). Revenue reached $11B, above the $10.5B midpoint guide. Revenue rose 23% QoQ as higher pricing and volume growth drove results.
$SNDK datacenter revenue hit $4.8B, up 61% QoQ and 1,682% YoY.
About 40% of sequential revenue growth came from higher pricing, while 60% came from volume growth.
AI infrastructure and inference workloads are driving structural NAND demand. The third memory earnings report of the week adds another data point to watch after SK hynix and Samsung.
$SNDK Q2 FY2027 guide: Non-GAAP EPS of $55–57 and revenue of $12.2B–$12.6B.
Sandisk's outlook comes as AI infrastructure demand continues to support memory markets. SK hynix expects NAND demand to grow in the high teens in 2027 and guided for a mid-single-digit increase in NAND ASPs in Q4.
$SCHN.NE 's proposed acquisition of $PTC for roughly $23B is no small deal.
PTC brings nearly $3B in annual revenue, 38% operating margins, and 32% FCF margins. But Schneider will need substantial financing to close the deal.
Can PTC’s profitability justify the added debt?
Watch the full analysis. Linked in the comments.
#ScheiderElectric #PTC #Investing #ChipStockInvestor
Chip Stock Investor retweeted
Ask not why the market disagrees with me, but why I disagree with the market.
Because what you're disagreeing with is, collectively, all investors' knowledge backed by their money.
Measure twice, and maybe a few times more.
$MU $SKHY et al
youtu.be/AiT-h4rWGTg
MARVELL ACQUIRING LUMENTUM?!
$MRVL is reportedly in advanced talks to acquire $LITE , a maker of optical components for AI data centers.
We pulled up a side-by-side comparison of both companies:
Revenue growth: Lumentum 109.3% vs. Marvell 36.5% YoY
Market cap: Marvell $226.13B vs. Lumentum $83.63B
Quarterly revenue: Marvell $2.74B vs. Lumentum $1.01B
Operating margin: Lumentum 27.8% vs. Marvell 16.8%
No deal terms have been disclosed, and neither company has announced a definitive agreement.
Could this reshape Marvell’s position in AI infrastructure?
#Marvell #Lumentum #investing #stocknews
Is Micron $MU still undervalued, or is the market already pricing in peak-cycle profits?
Our normalized valuation puts Micron at $1,723/share today, based on 50% annual revenue growth for 3 years, a 50% net margin, and a 10x exit P/E.
But new memory supply could pressure margins beyond 2028–2029. How sustainable are Micron’s massive near-term profits?
Watch the full analysis linked in the comments.
#Micron #Investing
$SKHY SK Hynix : Operating profit KRW 83.33T vs. KRW 60.54T in Q2. Revenue KRW 104.62T vs. KRW 79.32T.
What management said about HBM demand and pricing is in the thread.
What changed at SK hynix in Q3?
• Financial performance: Revenue rose 32% QoQ to KRW 104.62T, while operating profit increased 38% to KRW 83.33T.
• HBM: HBM4 shipments began in earnest. SK hynix expects HBM4 to surpass HBM3E in shipment volume and revenue in Q4.
• Pricing and contracts: Long-term agreements now cover more than 50% of production capacity for 2027–2028, with pricing mechanisms designed to reflect market conditions.
• Capex: SK hynix expects investment to increase significantly next year as the Yongin Phase 1 facility enters full-scale operation and infrastructure investment gains momentum.
Next up: Samsung's division numbers Thursday at 09:00 PHT, followed by $SNDK earnings on Thursday.
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