SemiLEDs Corporation
 (LEDS)

- NASDAQ
What's your position on ?
Bullish
Bearish
Why are you ish?
Skip
Post
You voted ish on Vote again
Posts appear on the My Feed page of subscribers to this ticker
Last vote:
  • Tue, Jan. 12, 6:11 AM
    | Tue, Jan. 12, 6:11 AM
  • Jul. 9, 2015, 4:04 PM
    • SemiLEDs (NASDAQ:LEDS): FQ3 EPS of -$0.10
    • Revenue of $3.5M (-23.9% Y/Y)
    | Jul. 9, 2015, 4:04 PM
  • Apr. 10, 2015, 4:04 PM
    • SemiLEDs (NASDAQ:LEDS): FQ2 EPS of -$0.09
    • Revenue of $4.56M (+8.6% Y/Y)
    | Apr. 10, 2015, 4:04 PM
  • Mar. 6, 2015, 12:45 PM
    | Mar. 6, 2015, 12:45 PM | 2 Comments
  • Jan. 20, 2015, 12:45 PM
    | Jan. 20, 2015, 12:45 PM
  • Jan. 14, 2015, 7:38 PM
    • SemiLEDs (NASDAQ:LEDS): FQ1 EPS of -$0.14
    • Revenue of $2.93M (+28.5% Y/Y).
    | Jan. 14, 2015, 7:38 PM
  • Dec. 22, 2014, 3:51 PM
    • Taiwanese LED industry sources tell Digitimes the Chinese government "has ordered its subordinate agencies and local governments to stop offering subsidies and tax incentives for China-based LED epitaxial wafer and chip makers because such offering has disrupted market mechanisms and may violate WTO rules."
    • Cree (CREE +3%), which has lost mid-power LED chip share to low-cost Chinese manufacturers, could benefit from the ending of subsidies. As might Taiwan's SemiLEDs (LEDS +6.3%) and U.S. LED wafer supplier Rubicon (RBCN -3.5%).
    • On the other hand, equipment suppliers Veeco (VECO +2%) and Aixtron (AIXG -1.2%) could see their Chinese orders slump. Aixtron soared in September after landing a major order from Chinese LED chipmaker San'an Optoelectronics. Digitimes notes San'an has received generous subsidies from the Xiamen city government, and has placed major orders with both Aixtron and Veeco.
    | Dec. 22, 2014, 3:51 PM | 6 Comments
  • Nov. 28, 2014, 3:43 PM
    • Taiwanese supply chain firms talking to Digitimes expect the total value of LED lighting output to rise 30% next year, with a doubling of shipments more than offsetting 30%-35% price drops. Research firm LEDinside expects shipment value to grow to $25.7B, or 31.3% of total lighting shipment value.
    • On the other hand, the LED backlighting market is expected to continue declining, as prices continue falling and newer LED TVs require fewer chips.
    • Though its LED chip/component business has been hit hard by a demand shift towards mid-power LED sales (often used for indoor lighting), CREE's LED lighting product sales are still growing briskly: They rose 51% Y/Y in calendar Q3 to $223.1M. Component/chip sales were down 20% to $173.6M.
    • Wafer vendor Rubicon (NASDAQ:RBCN) expects a weak backlighting market to exact a heavy toll on its Q4 results. Demand is expected to pick up in Q1.
    • Other industry names: AIXG, VECO, LEDS
    | Nov. 28, 2014, 3:43 PM | 3 Comments
  • Nov. 26, 2014, 4:02 PM
    • SemiLEDs (NASDAQ:LEDS): FQ4 EPS of -$0.17
    • Revenue of $2.27M (-32.8% Y/Y).
    | Nov. 26, 2014, 4:02 PM
  • Nov. 25, 2014, 5:35 PM
  • Jul. 14, 2014, 4:04 PM
    • SemiLEDs (NASDAQ:LEDS): Q3 EPS of -$0.21 beats by $0.04.
    • Revenue of $4.61M (+30.6% Y/Y) beats by $0.11M.
    | Jul. 14, 2014, 4:04 PM
  • Jul. 13, 2014, 5:35 PM
    | Jul. 13, 2014, 5:35 PM | 1 Comment
  • Apr. 14, 2014, 4:25 PM
    • SemiLEDs (LEDS) guides in its prepared remarks (.pdf) for FQ3 (May quarter) revenue of $4.3M-$4.8M; the sole analyst covering the company is expecting $5.03M.
    • Thanks to inventory write-downs, FQ2 GAAP gross margin was -75%, a little worse than FQ1's -68%. Nonetheless, inventory only fell by $533K Q/Q to $10.8M (over 2x expected FQ3 revenue).
    • SG&A spend fell 14% Y/Y to $2.26M, R&D spend rose 8% to $1.2M. The company's cash balance fell to $21.5M at the end of FQ2 from $28.1M at the end of FQ1.
    • LED chip sales +117% Q/Q and 51% of revenue. LED components +6% and 30% of revenue. Lighting products -43% and 17% of revenue. SemiLEDs sees a shift towards LED component/packaging product sales relative to chip sales providing a margin boost going forward.
    • FQ2 results, PR
    | Apr. 14, 2014, 4:25 PM
  • Apr. 14, 2014, 4:05 PM
    • SemiLEDs (LEDS): Q2 EPS of -$0.21 in-line.
    • Revenue of $4.2M (-13.0% Y/Y) misses by $0.27M.
    | Apr. 14, 2014, 4:05 PM
  • Apr. 14, 2014, 12:10 AM
  • Apr. 13, 2014, 5:35 PM
    | Apr. 13, 2014, 5:35 PM | 4 Comments
Company Description
SemiLEDs Corp develops, manufactures and sells high performance light emitting diodes (LEDs). The Company's products are LED chips and LED components, as well as lighting products.