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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 (88667)	7/18/2022 1:06:36 PM
From: Elroy	Read Replies (2) of 95563

This is a fascinating semiconductor downturn. I recall in the Q1 reports there were still LOTS of semiconductor companies complaining that they cannot get enough chips made to meet demand, backlogs were growing, things might loosen up a bit in H2 2022, but more likely it looks like things will normalize in 2023. Now in Q2 it's recession, recession, recession and slowdown and MU lowers forward revenue guidance and scales back cap ex expansion plans. But.....TSMC blows Q2 out of the park and says the rest of the year still looks pretty good, but there may be some product forecast cutbacks ..... somewhere! Something tells me MU is going to be the worst of the reports, and the others are actually going to be OK up to great, but I don't know. Anybody have an opinion on which chip makers have the most pricing power and ability to increase prices at will in response to demand? Memory is certainly like that, but I think lots of the other guys sell forward on longer term contracts. A semiconductor company with pricing power seems like it should do great in this environment, and yet, MU did awful. Curious!

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