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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Sam who wrote (81170)	9/20/2018 8:07:53 AM
From: Elroy	Read Replies (1) of 95572

Hynix’s management also seems to target industry-average supply growth (DRAM 20%, NAND 40%) despite record high capex in 2018 (YoY incremental spending mostly used for non-WFE, in our view). I wonder if we should take Hynix at their word when they discuss supply growth. If they want to grow their supply 50%, what benefit would it be to them to advertise that to the world? It makes their customers aware of lots of supply coming on line, and therefore demand lower price. It is in Hynix management's interest to actually target 60% supply growth, but tell the world they only plan to grow supply by 40%.

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