Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
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Semiconductor Events Deserving Your Attention @6/12/23
Global semi sales for October 23 of $46.6 billion, +3.9% MoM, -0.7% YoY. Q323 semi WFE billings $25.6 billion, -11% YoY, -1% QoQ. China set to...
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Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators
Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.
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Semiconductors. The Downturn Is Over. Or Is It?
Despite the positives that PC and Smartphone markets are in recovery mode, semi sales growing MoM etc, multiple data points suggest we'll still be...
556 Views
Semiconductor WFE Q323 Segment Roundup & Outlook
On the basis of current quarter forecasts, we calculate CY2023 WFE revenue to reach $92.6 billion, a 1.6% YoY decline, and a far cry from the...
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