Semiconductor Manufacturing Stocks Q2 In Review: Semtech (NASDAQ:SMTC) Vs Peers

What happened: A Q2 review of 14 semiconductor manufacturing stocks covered Semtech (NASDAQ:SMTC), Kulicke and Soffa (NASDAQ:KLIC), and KLA Corporation (NASDAQ:KLAC), with Semtech and Kulicke and Soffa both beating estimates. Key numbers: Group revenues beat consensus by 3.5%; next quarter guidance 6.5% above; share prices up 20.1% on average since results. Why it matters: Kulicke and Soffa posted the fastest revenue growth of the group, and the market reacted positively. Semtech saw improved inventory levels and an EPS beat.

A Q2 review of 14 semiconductor manufacturing stocks covered Semtech (NASDAQ:SMTC), Kulicke and Soffa (NASDAQ:KLIC), and KLA Corporation (NASDAQ:KLAC), with Semtech and Kulicke and Soffa both beating estimates.

Kulicke and Soffa posted the fastest revenue growth of the group, and the market reacted positively. Semtech saw improved inventory levels and an EPS beat.