Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Sam who wrote (84706)	3/5/2020 8:02:09 PM
From: Elroy	Read Replies (1) of 95503

the problem with that is that volume on the spot market is very low compared to the contract market. So....you think most of the NAND makers' Q1 and Q2 2020 NAND sales are based on prices agreed previously (2019 I guess) and contracted for between maker and customer? Maybe, I don't really know. If demand slows, prices should drop. So far they have risen slowly in Feb/Mar 2020 despite the virus thing.

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