SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (76289)7/13/2017 1:04:31 PM
From: Sam1 Recommendation

Recommended By
Donald Wennerstrom

  Read Replies (1) | Respond to of 95657
 

"What the memory market gives, the memory market takes away," Norwood continued. "The memory bubble is expected to go bust in 2019 as memory vendors add new supply and Samsung could lose a lot of the gains it makes this year and next."

Because, after all, demand can hardly be expected to keep expanding, what with IoT, electric vehicles, autonomous driving, AI, VR, AR, deep learning, more DCs and clouds, and ... I know I'm forgetting some things here.

[sorry but -- yeah, I know, the Four Deadliest Words in Semi-ville. I won't repeat them here.]