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in the December quarter, we experienced declines in the CSBG product lines with reductions in utilizations and system spending
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2023 Q2
29 Jan 23
The customer support business group results in the quarter were approximately $1.7 billion, which was down 9% from the September quarter, though it was 16% higher than the December quarter of calendar 2021.
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2023 Q2
29 Jan 23
In just the past 2 years, we have opened a state-of-the-art engineering center in India, brought online a new technology development center in Korea, and ramped our new manufacturing operation in Malaysia.
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2023 Q2
29 Jan 23
global chip shortage of abating
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2023 Q2
29 Jan 23
Lam and others throughout the supply chain quickly ramped investments in infrastructure and resources
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2023 Q2
29 Jan 23
Inventory levels in both NAND and DRAM remain very high, and customers are not only reducing new capacity additions, but also lowering fab utilization levels to bring excess inventory into balance as quickly as possible.
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2023 Q2
29 Jan 23
Customers across all segments are exercising caution, especially those in the memory markets.
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2023 Q2
29 Jan 23
As we look forward into 2023, however, we see a substantially weaker demand environment
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2023 Q2
29 Jan 23
China WFE is going to be down somewhat in ‘23
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2023 Q2
29 Jan 23
China is going to be impacted to the $2 billion to $2.5 billion from the customers we can’t ship to
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2023 Q2
29 Jan 23
we continue to believe the mature node segment will perform better than overall WFE spending
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2023 Q2
29 Jan 23
Going into calendar 2023, we have the impact of China regulatory restrictions in addition to memory spending at well below historic levels and elevated customer device inventory. These factors are resulting in customers having underutilized factories and taking actions to manage their supply levels in 2023, negatively impacting our spares and services business.
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2023 Q2
29 Jan 23
March ex deferred $3.3 billion
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2023 Q2
29 Jan 23
let’s say another $500 million comes out suggest that your March shipped revenue conceptually is about $3.3 billion
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2023 Q2
29 Jan 23
When we put out the $2 billion, $2.5 billion fundamentally comprehended an inability to ship to the customers that at that point were operating at the technologies that were restricted by China, so it didn’t change it. I would say today, our view is still in that $2 billion to $2.5 billion range impact.
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2023 Q2
29 Jan 23
YMTC was formally put on the entities list in mid-December. Did this move change your prior view of a $2 billion, $2.5 billion impact to revenues this calendar year due to the China restrictions?
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2023 Q2
29 Jan 23
supply chain constraints are easing
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2023 Q2
29 Jan 23
we saw a significant improvement in the supply chain constraints in the December quarter, which is partly why we were able to deliver higher than the anticipated revenue.
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2023 Q2
29 Jan 23
deferred is going to be higher than that $1 billion because of these cash invented payments I was referencing
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2023 Q2
29 Jan 23
It’s like $1.5 billion.
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2023 Q2
29 Jan 23