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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: Sam who wrote (84712)3/6/2020 1:32:57 AM
From: Elroy  Read Replies (1) of 95490
 
Contracts are negotiated for varying lengths. Sometimes 1 month, sometimes 1 quarter.

Ok, so the great spot price benefit should show up in Q1 2020. In Dec 2019 the spot prices was already back to about where it was in Jan 2019.

I guess we'll see when MU reports in a few weeks, but it seems like they should be guiding ASPs higher, and demand / bits uncertain due to the virus.

It's bizarre that the virus is supposed to be making cell phone and PC sales really weak, but SSDs and eMMC module spot prices are rising.
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