Corey estimates that according to GAAP, the diluted earnings per share will be in the range of 2.00-2.24 U.S. dollars, and Non-GAAP gross margins will be estimated to be approximately 64.0-65.0%. As a contrast, Klein 2018 fiscal year 3 quarter GAAP diluted earnings per share reported $ 1.95, non-GAAP gross margin was 64.0%.
In the third quarter of fiscal year 2018, China accounted for 19% of Camp Lei, which was the highest since the fourth quarter of 2016, and tied with Japan for the second largest market, followed by 36% of South Korea.
On March 19, Corey announced the signing of a definitive agreement with Orbotech Ltd. (ORBK.US), an Israeli supplier of automatic optical inspection (AOI) systems: Corey will be priced at US$69.02 per share (including US$38.86 per share) Cash and 0.25 shares of Corle's common stock) acquired Orbotech.
Ke Lei said that if the successful approval of Orbotech shareholders and the approval of the regulatory agency, before the end of this year is expected to complete all mergers and acquisitions procedures.
In the third quarter of fiscal year 2018, nearly half (47%) of the company's revenue was from wafer inspection equipment.
Kolei rose 2.21% to close at $100.83 on the 26th and closed higher for the first time since 7 trading days. It fell 0.33% to $100.50 after the close.
ASM International NV, a supplier of wafer manufacturing equipment, declined due to the decline in gross margin in the first quarter of 2018. ASM International fell 0.12% to close at 50.64 euro on April 26, the lowest since September 8, 2017 (Thomson Reuters).
Semiconductor equipment supplier ASML Holding NV estimated its gross profit margin for the quarter to be approximately 43% on April 18, which is lower than the 48.7% for the first quarter of 2018. The fourth quarter 2017 earnings report released in January this year Shows that in 2017, the annual sales of ASMEL's system equipment in the Chinese market increased by more than 20%. At the time, Esmol revealed that, in addition to shipping to mainland China wafer factories operated by non-land-based manufacturers, 2018 is expected. Will ship to 5 Chinese customers.
The semiconductor etching machine manufacturer Lam Research Corp. (LRCX.US) pointed out on April 17 that in the third quarter of fiscal year 2018 (as of March 25, 2018), China’s revenue accounted for 17% of the total. , Jumped to become the second largest market. As a contrast, in the third quarter of fiscal year 2017 and the second quarter of fiscal year 2018, China accounted for 11% of Colin's R&D revenue.