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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%4:00 PM EST

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To: Return to Sender who wrote (89581)1/17/2023 12:30:59 PM
From: Sun Tzu2 Recommendations

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The general consensus is that supply chain problems for chips are done, which mans companies like TSM and UMC will be filling in a lot of orders. Not necessarily so good for the chip makers themselves, depending on which part of the market they are in. But the ones in industrial sector which could not get fab space should now do better.
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