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Advanced Energy Industries Inc. (AEIS)

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Instablog posts on AEIS

UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport
Last week, XLNX lowered guidance due to demandPR didn't provide details, but we stated that the shortfall was due to capacity constraints at 65nm node (11% of revs)DigiTimes, citing UMC's CFO, confirms thisReiterate our positive stance on foundries, semi equipment, raw material... More »
July 7, 2009 • CHRT, SMI, TSM
XLNX: When Bad Is Good: Supply Constraints Indicate Strong Demand by Richard Davenport
XLNX sees Jun-Q revs down ~5% Q/Q vs prior guidance of down -4% to +4%Equates to ~$357.3M, -5.5% below Street expectations of $397.1MShortfall due to "supply constraints on certain Virtex-5 devices that are in high demand"Believe constraint is at UMC; Virtex 5 manufactured at... More »
July 2, 2009 • XLNX, ALTR, ADI

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Advanced Energy Industries Inc. (AEIS)

Instablog posts on AEIS

UMC CFO: XLNX Revenue Shortfall Due To Capacity, Not Yield Issues by Richard Davenport

XLNX: When Bad Is Good: Supply Constraints Indicate Strong Demand by Richard Davenport

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