ferd hcikay

3.8K posts

ferd hcikay

ferd hcikay

@cprice78

Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Posting for fun.

Katılım Nisan 2010
35 Takip Edilen34 Takipçiler
fred hickey
fred hickey@htsfhickey·
Apple misses iPhone revenue estimates (iPhone revenue: $56.99 billion vs $57.21 billion expected) - not good in a quarter where there was lots of channel filling ahead of likely price hikes. Research house Omdia (today) noted: "Vendor-led front-loading - as Samsung, Apple, and others accelerated sell-in ahead of expected inflation in memory and component costs" "Vendors accelerated sell-in ahead of further anticipated cost increases, supporting headline shipment growth but creating an inventory overhang. Channel partners also built excess stock to hedge against rising end-prices, amplifying the pull-forward effect." "Front-loading activity across both vendors and the channel lifted shipments in the near term, but this has created an inventory overhang that will weigh on subsequent quarters as demand normalizes,” said Omdia Research Manager Le Xuan Chiew.
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Omer Cheema
Omer Cheema@OmerCheeema·
Chatted with a few longtime $ASML suppliers recently... They’re getting squeezed pretty hard. These new senior outsiders in leadership have zero patience for the old “long-term partner” warmth the veterans used to show. This matches the sentiment among emoloyees after the big January announced cuts of ~1,700 jobs. Strong arm-length vibes. Still a mess, BTW. But let’s be real: ASML has a near-monopoly on EUV with strong top-line growth and healthy margins. Why penny-pinch suppliers right now? Give partners more breathing room and they’ll have bigger innovation budgets to come up with even better tech. Feels like the new leaders just want to prove their impact by boosting the bottom line a couple points. Doesn’t make long-term sense. Real optimization should wait until top-line growth actually slows down, not while the money is still rolling in.. The partnership culture that built ASML is turning into pure short-term transactional mode fast.
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Omer Cheema
Omer Cheema@OmerCheeema·
$POET rollercoaster explained: CFO does Stocktwits interview hyping Celestial AI (now Marvell) purchase order + shipping revenue. Stock explodes 100%+ Next day: Marvell cancels ALL orders, citing POET’s public disclosure as NDA breach. Stock crashes by 50%. Small-cap photonics hype is scary.
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Omer Cheema
Omer Cheema@OmerCheeema·
Most profitable companies in the world (2027) 1. Samsung $400B 2. SK Hynix $300B 3. Nvidia $275B 7. Micron $175B Bloomberg Data
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ferd hcikay
ferd hcikay@cprice78·
"Morning routine upgrade: 5 extra minutes of 'let's just stay' before the alarm actually makes us move. "
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Ryan
Ryan@Ryan39768184·
"Storytime with my little co-pilot! Reading together isn’t just about words—it’s about snuggles, silly voices, and memories we’ll cherish forever. What’s your kiddo’s favorite bedtime book ”
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AlnnaCop
AlnnaCop@PaulvanDijk1965·
Fuel your fat loss with a colorful, protein-packed bowl! Grilled chicken, roasted veggies, quinoa, and a zesty lemon-tahini drizzle—low in calories, high in flavor, and ready in 15 mins. #FatLossMeals #HealthyEating #QuickRecipes
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ferd hcikay
ferd hcikay@cprice78·
"Just finished the most intense script killing ever! ♂ Every clue twisted, every dialogue crackled—my heart’s still racing. Who’s ready to join the next mystery #ScriptKiller #GameNightVibes"
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ferd hcikay
ferd hcikay@cprice78·
"Level up your work desk: Minimalist setup with a sleek laptop, potted succulent (for calm!), wireless charger, and framed motivational quote. Less clutter = more focus #DeskGoals #WorkspaceInspo"
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ferd hcikay
ferd hcikay@cprice78·
Crispy fried scallion pancakes + iced soy milk = Perfect street food combo! Fresh, hot, and ready in 2 mins—your quick energy boost on the go. Near the subway exit, 7am-10pm daily!
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ferd hcikay
ferd hcikay@cprice78·
Unleash your inner star at KTV! Grab mics, belt your favorite tunes, and make memories with friends—tonight’s all about you (and perfect harmonies, of course)!
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Cara Henderson
Cara Henderson@WolfspiritChanc·
Savor the vibrant flavors of Thailand! Try our Pad Thai – stir-fried rice noodles with peanuts, lime, and fresh herbs. A zesty bite of Bangkok in every forkful. #ThaiFood #FoodieAdventure
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ferd hcikay
ferd hcikay@cprice78·
" Tech Explorers Club: Dive into AI Basics this Sat! Build your first chatbot with us—no experience needed. 10am at Lab 3. Snacks + fun guaranteed! Tag a friend who loves tech! #TechClub #AIForBeginners"
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