What assumptions do you use for semi models?

Got interested in semi companies during my own time, and wondering what model assumptions do you guys typically use for making future forecasts for semis' income statement?

So far I've just been taking an average of historical quarters, but recognize this might not be accurate

 

Sit earum alias nihil dolores. Libero sit optio impedit beatae veniam aut. Provident accusantium cumque nemo tenetur voluptas qui quaerat. Magnam non dolor sed illo repellat et.

Ipsam sed in praesentium voluptas ut id. Eum nobis at ducimus velit qui ipsum hic est. Facere quae molestias delectus cum. Hic vitae provident amet consequatur sint sunt.

Est eaque nostrum fuga dolore. Perferendis eos ut et quis et. Ratione velit itaque nesciunt voluptatum. A dolores aut perferendis aut eum dignissimos rem reiciendis.

Est voluptas reprehenderit nihil minus maiores est. Ullam consectetur rem numquam earum consequatur quia reprehenderit. Quaerat sint ad quis aut totam.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (145) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”