Dylan Patel's avatar
$104.4m follower assets
Entegris reports Q2 EPS $1.00 ex-items vs FactSet $1.05 [13 est, $1.02-1.06] (110.28)
Reports Q2:
Revenue $692.5M vs FactSet $666.2M [10 est, $630.1-674.8M]
Q3 Guidance:
Revenue $1B-$1.04B vs FactSet $682.8M [5 est, $644.1-698M]
Key operating metrics:
Revenue
Specialty Chemicals and Engineered Materials $207.7M vs FactSet $205.0M
Microcontamination Control $274.1M vs FS $264.1M
Advanced Materials Handling $224.1M vs FS $199.9M
Adjusted gross margin 44.8% vs FS 47.4%
Adjusted operating margin 26.4% vs FS 27.5%
Adjusted operating income $183.0M vs FS $183.0M
Specialty Chemicals and Engineered Materials $45.7M vs FS $50.8M
Microcontamination Control $100.1M vs FS $95.8M
Advanced Materials Handling $46.9M vs FS $46.6M

Dylan Patel's avatar
$104.4m follower assets
TSMC N3 is now shipping in Q1 2023!
N3 / N2 extend to a 2.5 year cadence.
The hiccup brings questions on TSMC’s competitive positioning vs Intel 20A / Samsung 2nm.
We believe $TSM remains ahead, but slowdown of node transitions opportunity for $INTC $SSNLF
Costs are going up for new nodes, but TSMC is passing cost along. SemiCap will party, but everyone down stream will have to deal with cost/transistor rising.
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