-UCTT & ICHR both pre announce ugly QTR & blame memory
-LRCX is the memory “poster child” & most impacted
-This is on top of China & Economic issues & memory specific
-Clearing out inventory is a sign of expected slow recovery
Both UCTT & ICHR that … Read More
We have been very vocal and perhaps the first to warn of the risks to the semiconductor and semiconductor equipment industry from the China trade war with the US. It seems that the war is now fully upon us with the imposition of 25% tariffs by the US and promised retribution by China. The semiconductor industry is at the leading edge … Read More
We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?
It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.
However its not like business … Read More
