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Non-Tech : Kirk's Market Thoughts
COHR 135.49-5.3%Nov 20 3:59 PM EST
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To: Gottfried who wrote (5515)7/19/2018 11:41:53 AM
From: Kirk ©  Read Replies (1) of 26583
 
Ouch!
From Chipmaker TSMC cuts revenue outlook again on cryptocurrency gloom

TSMC trimmed its capex estimate to $10-10.5 billion from $11.5-12 billion for the year, citing a rescheduled payment and a stronger U.S. dollar.
Do you still update your charts showing capital equipment spending and/or semi sales vs AMAT price?

It seems the decline in AMAT, LRCX and others that saw price peak just after the tariff announcement in January was justified.
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