Analog Devices (ADI) Outlook for the Industrial Semiconductor Market
Analog Devices (ADI) earnings call on Industrials end-markets, increasing SAM and Robotics…“As our business begins to recover from the pandemic's volatility, we're excited about the tremendous long-term growth opportunities of the Industrial market. We offer our...
Fabrinet (FN) Earnings Call Commentary
Fabrinet (FN) earnings call on telecom vs datacom, 1.6T from 800 gig and capacity expansion….“Datacom revenue grew over 120%, while telecom revenue declined more than 20% for the year, due to the protracted inventory digestion across the telecom industry. Our strong...