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The stock market hates uncertainty most of all. In the absence of the known, the market will assume the worst or close to it. Right now there is a lot of uncertainty that continues to have more downside beta than upside beta. Everybody we spoke to at Semicon wakes up in the morning wondering what tweet was sent at 5AM that will impact their… Read More
We attended Semicon West Monday and Tuesday, the annual show for the semi equipment industry. Its very clear from discussions with all our sources in the industry that confirm that Samsung has put the brakes on spending on memory and that message was reinforced by declines in their expected profitability due to weaker memory pricing.… Read More
