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Non-Tech : Kirk's Market Thoughts
COHR 154.52-3.0%Nov 7 3:59 PM EST
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To: Kirk © who wrote (15069)1/6/2023 10:21:12 AM
From: Kirk ©2 Recommendations  Read Replies (1) of 26439
 
It looks like the fundamentals that follow price by about six months are now predicted to "bottom" about 6 months since stocks may have bottomed.
Supply chain sources said Samsung raised contract prices of its NAND Flash chips by 10% in early December. That probably didn't help Samsung to compete with competitors such as Micron Technology and SK Hynix. It was reportedly planning a price slash in 2023.

Supply chain experts expect the downcycle of the tech industries to hit bottom in 2Q23, and inventory correction will be the most "painful" in 1Q23. Samsung's chip business has already been struggling to remain profitable in 4Q22, according to supply chain sources.


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