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


To: Return to Sender who wrote (86458)2/11/2021 12:30:08 PM
From: Elroy1 Recommendation

Recommended By
Sam

  Respond to of 95531
 
If making chips is cheaper (more profitable) in other countries then that will continue to be where it is done primarily.

One would think semi foundries would be among the LEAST labor intensive manufacturing industries. When the equipment costs billions of USD, can the salaries of the machine operators (or whatever a foundry worker is called) really be that big of an expense factor?

Taiwan wages aren't that much below US wages.



To: Return to Sender who wrote (86458)2/11/2021 12:31:45 PM
From: Sam  Read Replies (2) | Respond to of 95531
 
Yes, for sure there are definite problems with it. It could lead to oversupply if not very carefully managed. But it is sure making the semi-equip stocks pop.