In today’s briefing:
- Global Semi Sales Strength Continues In July. How Long Can It Last?
- AUCTUS ON FRIDAY – 20/09/2024
Global Semi Sales Strength Continues In July. How Long Can It Last?
- Global semiconductor sales for the month of July 2024 amounted to $51.3 billion, representing an increase of 18.7% increase YoY and a 2.7% increase MoM
- The July revenue number was the second highest monthly semiconductor revenue ever recorded, the highest being $51.7 billion in May 2022
- Increasing memory prices along with modest recoveries in both PC and Smartphone unit shipments will continue to drive semi sales higher through EOY 2024.
AUCTUS ON FRIDAY – 20/09/2024
- AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX CN)C; Target price A$0.75 per share: Production boost at Anshof in October – The ANS-2A sidetrack well has encountered a 6.5 m net vertical oil column in high quality Eocene-aged sandstone reservoir.
- The reservoir quality encountered at ANS-2A is consistent with ANS-2 (porosity and permeability ~20% higher than at ANS-3).
- The oil-water contact was encountered very close to the top of the water wet reservoir encountered at ANS-2.
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