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Revenue growth of 15% sequentially was driven by strengthening demand for advanced etch and deposition applications supporting AI infrastructure and gate-all-around architectures.
Gross margin expansion of 130 basis points to 14.1% resulted from a structural footprint realignment and improved product mix favoring proprietary components and non-semi business.
Management attributed the Q2 revenue shortfall to isolated part shortages in flow control that were resolved within days of the quarter end, shifting that volume into Q3.
Operational efficiencies in machining and component businesses drove product margin expansion independent of factory utilization gains.
#revenue #tell #gross
Revenue growth of 15% sequentially was driven by strengthening demand for advanced etch and deposition applications supporting AI infrastructure and gate-all-around architectures.
Gross margin expansion of 130 basis points to 14.1% resulted from a structural footprint realignment and improved product mix favoring proprietary components and non-semi business.
Management attributed the Q2 revenue shortfall to isolated part shortages in flow control that were resolved within days of the quarter end, shifting that volume into Q3.
Operational efficiencies in machining and component businesses drove product margin expansion independent of factory utilization gains.
#revenue #tell #gross
3 days ago
