Very interesting to see how different companies deal with FY25 Guidance and related tariff impact uncertainty:
$Teradyne(TER.US): "There is little ability to predict either the changes in tariff or trade policy or the magnitude of impact of the trade policy on end market demand.As such, please do not rely on prior financial guidance that extend beyond the second quarter"$Xiao I(AIXI.US): "The risks associated with US tariffs policy are currently considered insignificant, as semiconductor equipment is currently not subject to US tariffs. Therefore, based on the current market development, the Executive Board confirms the guidance for the fiscal year 2025"Honestly, Teradyne is being far more honest. Aixtron is technically correct in a very narrow sense that semi equipment is not currently subject to US tariffs. But, if the end market demand falls off a cliff that technicality won't really matter.Source: Chips & Wafers
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