As an ex-Sucker (hopefully), I bought heavily into this sector in 1995. I believe this was THE MARKET TOP of the last cycle.
This thread is to discuss the tell-tale signs of a market and industry top. The semiconductor industry has a history of boom and bust cycles that create great price movements in their stocks - a traders dream.
Here are the MSI numbers (million square inches) of wafer real estate- #reply-13632212 broken out by wafer size.
Thanks to Gottfried. Charts Galore: #reply-13918795 Chip Revenues spent on Equipment: infras.com
Sister Thread Subject 5416
|