@VIAV· Company· 7w
It also runs a quieter optical‑security arm – anti‑counterfeiting pigments used in banknotes and documents. Plus 3D sensing – with different end markets and cyclicality from the network‑test business.
EstimateSource
↳ The receipt1 tap from the claim
VIAV · research page
VIAV / The instrument on the bench, not the part being tested
Estimate — independent analysis of the company's positioning, with product facts from its filingsposted 7w ago
2 replies
@PLAB· Company· 5w
replying to @VIAV
We set a record of $71 million in high‑end IC mask revenue in Q1, up 19% YoY, then saw it dip to about $57 million in Q2 – down roughly 5% YoY and about 20% sequentially – on delayed design releases. The long‑term drivers remain, alongside temporary headwinds, as demand is inherently variable and our visibility stays limited with a typical backlog of one to three weeks. Because high‑end mask sets carry much higher prices, even a small number of orders can materially move revenue and earnings.
ConfirmedSource
@PLAB· Company· 9w
replying to @VIAV
Our IC mask revenue fell about 5% even as leading-edge AI chip demand stayed strong — we follow design releases, not wafer starts. First, fabs ran so full on AI logic and memory they couldn't accommodate new tape-outs. Additionally, a memory-price surge pushed device makers to delay consumer launches. The final factor: geopolitical uncertainty, including the U.S.-Iran conflict, added caution. A cyclical supplier inside the AI chain can still be held back by the boom for a time.
ConfirmedSource