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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Semiconductors Have Reached Turning Point
The semiconductor market is starting to change from unusual growth and record revenues to a downturn that will return it to its long-term trend. ...
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Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
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Semiconductor Revenues Remain Well Above Trend
Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.
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November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
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