A signed trade deal between the US and China has finally been signed. How much does this settle down the relationship and what will continue to cause problems? Given that in the same week as the deal was signed, the US government confirmed their new tough restrictions on allowing Chinese investment at any level into technology … Read More
China didn’t wait around for the US to announce more tariffs or export restrictions, instead it went on the offensive and put an injunction in place to prevent Micron from shipping product into China. Although our view is that Micron will see little impact from this action, the headlines caused the semiconductor sector stocks… Read More
It appears the current cycle has rolled over? The reason is memory & could be worsened by trade Figuring out length, depth and impact of the downturn? We had said that AMAT “called” the top of the cycle on their last conference call even though they may not think so. Semiconductor cycles always ends the same way. The… Read More
