Lasertec (6920 JP): Pricing in Long-Term Growth
Lasertec hit a new high in the semiconductor stock rally that followed Micron Technology's March 20 earnings call. On Friday, March 22 (March 21...
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Micron: Things Are Bad, and Getting Worse!
Today's Micron earnings call underscored how difficult the memory business is getting, and the company's guidance indicated that this is only the...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
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January Chip Revenues Down 15.6% Year-On-Year
The Semiconductor Industry Association in the US released the latest WSTS figures for January chip revenues. Monthly revenues are down 15.6% from...
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Memory Chips and the Elasticity Myth
During recent earnings calls memory chip makers have postulated that the market will return to higher margins once price elasticity causes demand...
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