$NLST (Netlist Inc.)

$NLST {{ '2016-09-16T10:46:02+0000' | timeago}} • Announcement

$NLST expects total gross proceeds of the offering to be about $10MM. After deduction of underwriter's discount and other estimated offering expenses payable by the company, net proceeds are expected to be about $9MM.

$AMD {{ '2017-07-03T13:03:04+0000' | timeago}} • Announcement

Chip maker $AMD has appointed Abhi Y Talwalkar to its board of directors. A semiconductor veteran, Talwalkar was president and CEO of LSI Corp from May 2005 to May 2014. Earlier, he held various senior management roles at $INTC for over 12 years.

$MU {{ '2017-06-29T21:31:48+0000' | timeago}} • Webcast

$MU said the server demand continues to be strong for DRAM. Looking at the growth for DRAM content combined with the unit server increases, $MU believes the bit growth rate for the industry would be about 40% YoY. This is a high-value segment of the market.

$MU {{ '2017-06-29T21:22:18+0000' | timeago}} • Webcast

$MU has made strong progress over the past few quarters in Client SSDs as well as Enterprise and Cloud SSDs. The market share has also increased meaningfully. The market share in Enterprise and Cloud stands at sub 10% levels and in Client SSDs, the market share is in high single digits at present.

$MU {{ '2017-06-29T21:12:43+0000' | timeago}} • Webcast

For 4Q17, $MU expects adjusted revenues to be $5.7-6.1Bil. Adjusted gross margin is expected to be 47-51%, adjusted Opex is expected to be $575-625MM and adjusted operating income is expected to be $2.2-2.4Bil. Adjusted EPS is expected to be $1.73-1.87.

$MU {{ '2017-06-29T21:04:35+0000' | timeago}} • Webcast

During 3Q17, $MU’s embedded business unit recorded a 44% increase in revenue YoY to $700MM, driven by strong demand growth across all segments and a better pricing environment. The compute and networking business unit reported revenue of $2.4Bil. The storage business unit delivered revenue of $1.3Bil in 3Q17.

$MU {{ '2017-06-29T20:47:02+0000' | timeago}} • Webcast

$MU had strong revenues in all business units in 3Q17, nearly doubling the company level’s YoY revenue performance. In the compute and networking business unit, all segments posted significant gains from year-ago levels. Revenue from cloud customers was more than four times higher YoY and $MU saw increased enterprise demand.

$MU {{ '2017-06-29T20:32:31+0000' | timeago}} • Infographic

$MU Micron Technology Earnings AlphaGraphics: Q3 2017 highlights

$MU {{ '2017-06-29T20:20:18+0000' | timeago}} • Announcement

$MU reported net income of $1.65Bil or $1.40 per share for 3Q17 compared to a net loss of $215MM or $0.21 per share for 3Q16. Revenues were $5.57Bil, up 92% compared to 3Q16. The 3Q17 results reflects solid execution of cost reduction plans and favorable industry supply and demand dynamics.

$HPE {{ '2017-06-29T15:26:18+0000' | timeago}} • Announcement

$HPE and $WIT announced a new global go-to-market agreement to provide joint customers with on-premises IT infrastructure at flexible consumption-based pricing. This collaboration will leverage $HPE's Flexible Capacity and $WIT's infrastructure-as-a-service offerings to address the increasing customer demand for consumption based IT.

$MU {{ '2017-06-26T21:49:08+0000' | timeago}} • Announcement

$MU announced the appointment of Jeff VerHeul as SVP, Non-Volatile Engineering, reporting to Sanjay Mehrotra, President and CEO. VerHeul most recently was SVP, Corporate Engineering at SanDisk.

$ACIW {{ '2017-06-26T12:09:32+0000' | timeago}} • Announcement

$ACIW has partnered with online payment platform Alipay to launch Alipay in South Africa, via leading regional payment service provider Peach Payments. Tour operator City Sightseeing will be the first local merchant in Africa to offer the Alipay services.

$MU {{ '2017-06-22T13:58:03+0000' | timeago}} • Announcement

$MU has appointed Sumit Sadana as EVP and Chief Business Officer. He will report to Sanjay Mehrotra, President and CEO. Mr. Sadana has previously worked with IBM and Freescale Semiconductor.

$SOL {{ '2017-06-15T12:27:15+0000' | timeago}} • Announcement

$SOL expects 2Q17 revenue in the range of $180-200MM, external wafer shipments in the range of 220MW to 240MW and external module shipments in the range of 230MW to 250MW. For full year 2017, the company predicts revenue of $900-1,000MM.

$SOL {{ '2017-06-15T12:27:03+0000' | timeago}} • Announcement

$SOL's revenue for 1Q17 fell by 39.9% from last year, primarily due to lower module ASP's and reduced product shipments to external customers. Gross margin fell to 1.1% from 2.1% in 4Q16, due to lower module ASP's as well as annual maintenance of its polysilicon plant.

$SOL {{ '2017-06-15T12:26:50+0000' | timeago}} • Announcement

Solar project developer $SOL slipped to a loss in 1Q17 from a profit last year, as challenging market conditions of its solar power product business hurt revenue. Net loss was $23.24MM or $1.16 per American Depository Share, compared to a profit of $5.73MM or $0.28 per ADS last year. Revenue fell to $156.61MM from $260.7MM.

$YGE {{ '2017-06-15T11:02:15+0000' | timeago}} • Announcement

Based on current market conditions, the company's current operating conditions, estimated production capacity and forecasted customer demand, $YGE expects its PV module shipments to be in the expected range of 950 MW to 1,050MW for 2Q17.

$YGE {{ '2017-06-15T11:01:59+0000' | timeago}} • Announcement

$YGE's gross margin for 1Q17 dropped to 5% from 20% last year. This was mainly due to fall of average selling price of PV modules as result of decline of average selling price for PV module worldwide as well as decline of shipments to Japan and U.S. Markets where selling price of PV modules were generally higher than other markets.

$YGE {{ '2017-06-15T11:01:35+0000' | timeago}} • Announcement

$YGE's PV module shipments for 1Q17 fell to 370.9MW from 508.1MW last year. This was primarily as a result of the decrease of PV module shipments to Japan and U.S., as well as the general decline of average selling prices of PV module worldwide.

$YGE {{ '2017-06-15T11:01:18+0000' | timeago}} • Announcement

Solar panel maker $YGE slipped to a loss in 1Q17 from a profit last year, due to lower revenue and a decline in due to the decrease of PV module shipments. Net loss was $26.8MM or $1.5 per American Depository Share, compared to a profit of $12.3MM or $0.7 per ADS last year. Revenue dropped to $179.9MM from $364.6MM.

$INTC {{ '2017-06-14T09:14:21+0000' | timeago}} • Announcement

Chip maker $INTC will invest $178MM to advance its R&D Innovation in India, the compnay's largest R&D site outside the US. The Design House will help consolidate Intel’s engineering operations into R&D facilities in Bengaluru. The new facility, with specialized infrastructure, will be used for chip design and verification purposes.

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