SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts
COHR 185.70+2.2%Dec 8 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (16560)8/17/2023 10:11:07 PM
From: robert b furman1 Recommendation

Recommended By
sixty2nds

  Read Replies (2) of 26731
 
Hi Kirk,

Memory is stinking up the semi story.

Fabs and frontend equipment that do not get into memory should be positive surprises.

Lower nodes and more layers all means the top end equipment should have higher prices and the higher margins.

Cohu's thermo control during demanding test procedures should be a good money maker (they too have the highest margins).

In general buying on the dips as this build ramp from near shoring and onshoring evolves should give us a healthy future boost into the not too distant future (6 to 18 months)? Closer is even better, but I'd like to build some more dividend reinvestment funds.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News