Semiconductors: 2022 Review & 2023 Outlook
2023 is shaping up to be the reverse of 2022, i.e. downturn continuing through H1 with recovery in H2. A lot depends on when PC and smartphone unit...
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Micron Earnings Give Semi Market Outlook
Micron's just-announced revenues indicate trouble today for its peers and trouble next year for tool makers, but other sectors should fare much...
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How Bad Is Today's Chip Collapse?
Do you understand the current chip collapse? It is following a path that it has followed in the past, and those who read this post can invest more...
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Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls
The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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