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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: Sam who wrote (87249)8/13/2021 12:36:53 PM
From: Sun Tzu  Read Replies (1) of 95558
 
Then it is worse than I thought. I lumped PC and Server together b/c they use similar type of memory and have similar market cycles (mobile and graphics DRAM are different). If you look at the detail chart of the market breakdown at statistica, these two together have pretty consistently make up 44% of the market. I can't find the most recent data, but I suspect that late 2019 - Now has seen above average growth, so it should not be surprising to expect a drop.

If you can find the data for 2020 and 2021H1, then we can put this to rest.
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