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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: Julius Wong who wrote (92462)6/9/2024 10:23:12 AM
From: Kirk ©1 Recommendation

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That is odd... the April report from SEMI has sales up

Here is the report from SEMI Message 34692390
Thursday, Jun 06, 2024, 4:30pm
by Semiconductor Industry Association

Worldwide chip sales increase 1.1% month-to-month in April, marking first month-to-month growth of 2024

WASHINGTON—June 6, 2024—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $46.4 billion during the month of April 2024, an increase of 15.8% compared to the April 2023 total of $40.1 billion and 1.1% more than the March 2024 total of $45.9 billion.
vs. the SA article you posted

Sales for April came in at $44.9B, down 11.6% month-over-month, and up 17.3% year-over-year, according to the Semiconductor Industry Association. That was above Citi's estimate of $44.4B and above the seasonal estimate, which called for a 12.6% month-over-month decline and 16% rise year-over-year.
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