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

To: Sam who wrote (83642)	7/13/2019 10:10:40 PM
From: Sam	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95378

Japan-South Korea trade dispute threatens global tech market July 13 06:45 am JST 65 Comments By Claire LEE SEOUL A simmering diplomatic row with Japan is threatening South Korea's output of components that drive smartphones and computer displays, which analysts say could batter the global tech market and hike prices for consumers. Tokyo last week said it would restrict exports of three chemicals vital to South Korea's world-leading chip and smartphone industry in an escalation of a decades-long dispute over Japanese forced labour during World War II. And with the issue showing no sign of ending any time soon, there are worries it could also delay the rollout of 5G technology and futuristic folding screens. "If this situation persists, there may be reductions in production, which will drive up memory (chip) prices and certainly drive up end-product prices in turn," said Avril Wu, senior research director at Taipei-based market intelligence firm TrendForce. While South Korea holds stockpiles, shortages could set in after three months, she told AFP. South Korean President Moon Jae-in has called the situation an "unprecedented emergency" and told business leaders to prepare for a drawn-out crisis. On Thursday, the country's ruling party called for an extra budget of 300 billion won ($250 million) to help local firms survive the upheaval, more than double what the prime minister had asked for a day earlier. With Japan so far refusing to negotiate, the news is bleak for top market players Samsung Electronics and SK Hynix. The two firms supply tech titans Apple, Huawei and Amazon, and together account for almost two-thirds of the world chip market, according to the Hana Institute of Finance in Seoul. "South Korea is the world leader when it comes to chip-making, and Japan is the world leader in the manufacturing of the key materials for chip-making," said Ahn Ki-hyun, vice-president of the Korea Semiconductor Industry Association. "With this trade row, Japan and South Korea are both losing the best partners. And neither of them will find good alternatives for a very long time," he added. "Ultimately, this will bring a stagnation or regression of the world's most cutting-edge technology. The price of gadgets may rise, as chips will likely be in short supply." continues at japantoday.com

To: Sam who wrote (83642)

7/13/2019 10:38:32 PM

From: Return to Sender

Respond to of 95378

Sam or anyone? I know Gottfried usually got his data on the SOX component changes from the weightings listed here but I find no symbols on my search tonight. No data at all:

indexes.nasdaqomx.com

The last change noted by Don did not show IPHI as a member of the SOX. But it is listed now as part of the SOX by StockCharts. This is the data Don shared earlier this year:

Message 32102693

It also appears that MLNX has been removed from the SOX. I cannot confirm this yet but hope to soon. But perhaps just one new stock and one stock removed?

The following chart shows the the 25 stocks that currently have PnF buy signals in the first column and the 30 stocks on the SOX according to StockCharts.com at this time:

Fri	Symbol
ADI	ADI
AMAT	AMAT
AMD	AMD
ASML	ASML
AVGO	AVGO
CREE	CREE
CY	CY
IPHI	ENTG
KLAC	INTC
LRCX	IPHI
MCHP	KLAC
MKSI	LRCX
MPWR	MCHP
MRVL	MKSI
MXIM	MPWR
NVDA	MRVL
QCOM	MU
QRVO	MXIM
SIMO	NVDA
SLAB	NXPI
SWKS	ON
TER	QCOM
TSM	QRVO
TXN	SIMO
XLNX	SLAB
	SWKS
	TER
	TSM
	TXN
	XLNX