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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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From: booney12/9/2018 10:37:40 AM
1 Recommendation

Recommended By
seminole

   of 95487
 
I just read Nvidia's earning call transcript...wow. They are making GPU and AI products as fast as they can.
Some of their competitors are limited by the availability of memory. Remembering that the Volta chips yield about 10% of the yield from CPUs I can't help but believe that TSMC will be trying to add capacity to their existing lines where ever they can.

Also...it seems obvious that their GPU units that are sold into the cloud services will need memory (dram and Nand) and either hard drive and SSDs.

This is an odd market...for sure, but the semis sure look solid.
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