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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%4:00 PM EST

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From: Sam1/31/2018 7:31:29 AM
   of 95487
 
A quote from Lisa Su last night:
"At this point we are not limited by silicon per se, so our foundry partners are supplying us, there are shortages in memory and I think that is true across the board, whether you are talking about GDDR5, or you’re talking about high bandwidth memory. We continue to work through that, with our memory partners and that will be certainly one of the key factors as we go through 2018."
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