bearish

Semis Just Broke a Record.  Why Did Nobody Notice?

Jim has highlighted this Insight as a Top Pick
322 Views17 Oct 2024 11:39
​August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the milestone.
What is covered in the Full Insight:
  • Introduction: Record Highs in Semiconductor Revenues
  • SIA's Announcement Lacked Impact
  • Market Concerns and Patterns
  • Understanding the 3MMA
  • Future Market Expectations and ASML's Warning
SUMMARY
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Full Insight
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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