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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: berniel who wrote (7929)	12/3/2019 7:06:04 PM
From: robert b furman	1 Recommendation Recommended By berniel Respond to of 26759

Hi berniel, The 11th or 12th looks like a good fit to Breezes lunar chart: Message 32436623 Bob

To: berniel who wrote (7929)	12/17/2019 12:00:35 PM
From: Kirk ©	2 Recommendations Recommended By berniel the longhorn Respond to of 26759

Growth returns to SEMI projections: . Global fab equipment spending rebounds in 2H19, says SEMI Jessie Shen, DIGITIMES, Taipei Tuesday 17 December 2019 digitimes.com Projected 2019 global fab equipment spending has been revised upward to US$56.6 billion on the strength of surging memory investments in the latter part of the year after a weak first half, according to SEMI. SEMI continued its forecast data now point to just a 7% decline in fab equipment investments from 2018 to 2019, a marked improvement on the previously forecast drop of 18%. Rising investments in memory, particularly 3D NAND, and leading-edge logic and foundries have powered the turnaround. SEMI also revised its 2020 fab equipment investment projections to a more upbeat US$58 billion. The rebound snaps a global slowdown in fab equipment spending that saw total investments drop 10% in the second half of 2018 and 12% in the first half of 2019, SEMI indicated. During the first six months of 2019, fab equipment spending for memory fell 38% to below US$10 billion, as 3D NAND sector investments took an especially hard hit plunging 57% from the second half of 2018. DRAM investments fell 12% in the second half of 2018 and another 12% in the first half of this year. The downtrend shifted abruptly toward the end of 2019. Investments in leading-edge logic and foundry are now expected to climb 26% in the second half of 2019, and 3D NAND spending will skyrocket more than 70% over the same period, SEMI said. While the decline in DRAM investments continued in the first half of this year, the descent since July has been more muted. Image sensors spending is expected to jump 20% in the first half of 2020 and soar by over 90% in the second half, peaking at US$1.6 billion, SEMI noted. Investments for power-related devices are projected to grow by over 40% in the first half of 2020 and another 29% in the second half, reaching nearly US$1.7 billion.