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

To: Kirk © who wrote (10216)	8/14/2020 9:31:11 AM
From: Sun Tzu	1 Recommendation Recommended By Kirk © Respond to of 26768

Assessing the chips vs semicaps is beyond my capabilities. Case in point is MU that delivered a warning about DRAM sales and guided lower into a backend loaded quarters, but AMAT says memory guys are buying more equipment than foundries - which makes sense given the ramp up to DDR5. After having spent a ton of hours analyzing the semiconductor market - both equipment and chips, I've come to the conclusion that the market is a lot smarter than I and that I in assess their fortunes.