"Management has emphasized strong visibility into leading-edge foundry and DRAM demand, especially for gate-all-around and HBM workloads, amid tariff and mix pressures."
"AI-driven strength in foundry/logic and DRAM will overshadow weaknesses in ICAPS, placing significant attention on management's bullish outlook for the second half."
"Gross margin guidance of 48.3% will be closely monitored for signs of sustainable improvement, reflecting market pressures from tariffs and service mix shifts."
"The balance of strength versus softness is a key concern, with notable scrutiny on Q3 execution and visibility for Q4 amid strong growth areas."
Investors anticipate that AI-driven demand in foundry/logic and DRAM sectors will mitigate weaknesses seen in ICAPS. Gross margin guidance stands at 48.3%, facing challenges from tariff impacts and product mix. Management expresses a positive outlook for the second half of the fiscal year, intensifying focus on upcoming Q3 performance and visibility into Q4. Demand for leading-edge technologies, particularly in DRAM and gate-all-around workloads, remains strong, yet concerns linger over the impact of trade restrictions in China and the cyclical downturn faced by the ICAPS segment.
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