2024
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 COHR: Momentum in 800G, industrial, telco and SiC should accelerate deleveraging process. (February 6, 2024)
2023
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COHR: Next several quarters are a story of cost cuts and execution. (November 7, 2023)
COHR: External SiC investments free up cash flow without sacrificing growth prospects. (October 11, 2023)
COHR: Taking “resetting expectations” to a new level. (August 16, 2023)
COHR: Bubble or not, AI should have meaningful impact on Coherent’s results. (June 20, 2023)
COHR: Mitsubishi deal a positive signal for Coherent’s wafer business and cash flow. (May 26, 2023)
COHR: Possibilities for Coherent’s SiC wafer business. (May 23, 2023)
COHR: Revenue and margin headwinds unlikely to abate until CY24. (May 10, 2023)
COHR: Cloud slowdown has yet to impact Coherent’s results. (February 9, 2023)
COHR: Takeaways from analyst presentation and December earnings expectations. (February 1, 2023)
2022
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WOLF, ON, IFX.DE, ROHCY, COHR: Infineon is most logical suitor for Wolfspeed’s wafer LTA expansion. (December 16, 2022)
COHR: Near-term trends temporarily insulate Coherent from macro pressure. (November 9, 2022)
IIVI: Comms, industrial spared from macro weakness for now but may be challenged in 2023. (August 24, 2022)
IIVI: Tianyu deal a material increase to II-VI’s SiC wafer revenue. (August 17, 2022)
IIVI: Strong top line although CY22 margins limited by investments, external factors. (May 10, 2022)
IIVI: $1B SiC investment bolstering wafer production to meet strong Industrial demand. (March 7, 2022)
IIVI: SiC wafers for power electronics growing rapidly. (February 17, 2022)
IIVI: Constraints limiting near-term upside but demand is strong and mix is improving. (February 9, 2022)
IIVI: Semi stocks warrant caution in 2022. (January 25, 2022)
2021
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