Semi Equipment Analysis Message Board

STOCKTALK

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.

Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Elroy	4/14/2020 10:08:08 PM
	of 95536

The China Flash Market web site is getting redder and redder every day (spot prices in China are going down) for both DRAM and NAND products. en.chinaflashmarket.com My hunch is data center memory is going great. Client memory for PCs was going great when the great Lockdown began (early March??) as PC orders boomed for work and education telecommuting. After that boom subsides (about now?) PC sales are going to collapse. And client memory for cell phones probably collapsed simultaneous with the great Lockdown (early March) and orders have ground to a halt as there is probably lots of inventory in the channel. No one is buying new phones at all at the moment. My hunch is stocks are rallying as the end of the virus lockdown is in site, but whether they will hold up as the affect of a six week complete pause to sales, and future affects of the current mass unemployment ripples through upcoming quarterly results, I have no idea. The idea that consumers will spend in the fall as much as was expected this January before the virus kicked the economy in the butt seems wrong. But the stocks seem to think things may be OK.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next