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01/11 03:16
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call presents a mixed picture. Strong financial metrics and optimistic guidance are offset by concerns over inventory write-offs, underutilization charges, and lack of visibility due to dismantled LTSAs. The strategic focus on data center products and expected cost savings from the Fab 2 closure are positives, but substrate capacity constraints and unclear management responses create uncertainties. Overall, the sentiment is neutral, with no strong catalysts for a significant stock price movement in either direction.
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