Semi Equipment Analysis Message Board

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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: Return to Sender who wrote (88673)	7/19/2022 11:00:50 AM
From: Elroy	1 Recommendation of 95572

We are not in in a semiconductor downturn. Well, we are in some type of semi slowdown. Just look at MU's report and guidance. How it affects other semi companies is going to be interesting, we'll see in a few days. Perhaps MU was mainly driven by the April-June China Covid lockdown, in which case semis will resume their recent growth trajectory quickly. But there seems to be lots of negative vibe in the press lately, so I wouldn't be surprised to see a few more guidance cuts over the next 3-6 months. Q2 reporting will give more info as to what exactly is going on.

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