Semiconductor companies that crossed COVID quarterly revenue peaks so far include NVIDIA, AMD, Broadcom, Marvell, Hynix, Micron, Monolithic Power & Qualcomm. In the foundry sector, TSMC and SMIC. Most of the IP and some semicap and OSAT companies crossed as well. Most of the non-AI semis are still solid DD% below previous peaks. Some analog IDMs such as as TI and ADI started y/y growth trend but far from previous peaks.
Source: Sravan Kundojjala
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