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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (78477)	1/9/2018 9:04:03 PM
From: Donald Wennerstrom	1 Recommendation Recommended By The Ox Respond to of 95616

Anyone can write an article with a specific slant to the market, technology, company, etc, but it doesn't do anything to control what is really going to happen in the real "work a day" world going forward. As long as the world economy stays on track to the upside, demand will continue to grow, how much really depends on many unknown factors. A few excerpts from the article you referenced: A quarterly decline of 30 percent would be acceptable, as it should not significantly erode the profits of any memory chipmaker, he said. Supply constraints are expected to return in the third quarter, aided by increased demand as customers seek to build up inventories ahead of the industry’s peak season, Pua said, adding that supply growth would lag far behind demand due to increased memory content per gadget and per unit shipment. “The memory [content] of electronic devices is almost doubling every year,” Pua said. “New smartphones coming to the market this year will have 128 gigabytes, compared with 32 and 64 last year.” However, NAND flash memory chip output will be limited by a technological migration in the industry from 2D to 3D technology, Pua said.