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

To: Return to Sender who wrote (11344)	5/25/2021 8:21:27 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 26759

Great! It also has an iH&S with min target maybe 197 but the bull flag would be much better still! Thanks

To: Return to Sender who wrote (11344)	6/9/2021 10:12:53 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 26759

This may be the first time I heard a 2022 projection of 8.8%. FOR IMMEDIATE RELEASE Global Semiconductor Sales Increase 1.9% Month-to-Month in April; Annual Sales Projected to Increase 19.7% in 2021, 8.8% in 2021 Worldwide sales for March increase 17.8% year-to-year, 3.7% month-to-month WASHINGTON—June 8, 2021—The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $41.8 billion in April 2021, an increase of 1.9% from the March 2021 total of $41.0 billion and 21.7% more than the April 2020 total of $34.4 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. Additionally, a newly released WSTS industry forecast projects annual global sales will increase 19.7% in 2021 and 8.8% in 2022. SIA represents 98% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms. . “Global demand for semiconductors remained high in April, as reflected by rising sales across a range of chip products and throughout each of the world’s major regional markets,” said John Neuffer, SIA president and CEO. “The global chip market is projected to grow substantially in 2021 and 2022 as semiconductors become increasingly integral to the game-changing technologies of today and the future.” . [ VIEW FULL PRESS RELEASE ]

To: Return to Sender who wrote (11344)	1/6/2022 7:55:09 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 26759

I always start to worry when someone on TV starts with the "this time it is different" and today I heard someone say the semiconductors are so important that the equipment stocks won't be cyclical any more... 2022 Semiconductor Sales to Grow 11% After Surging 25% in 2021 Above average increases are expected in all major product categories, which will lift the global market to record-high revenues in 2022 despite growth rates easing from last year’s economic rebound, says report. Total semiconductor sales in 2022 are forecast to grow 11% and reach a record-high $680.6 billion after worldwide revenues climbed 25% in the 2021 economic rebound from the 2020 outbreak of the Covid-19 virus crisis, according to the January Semiconductor Industry Flash Report that IC Insights will release next week as part of its 2022 McClean Report service. The Semiconductor Industry Flash Report shows the total semiconductor market growing at a low double-digit rate in 2022 (Figure 1). Sales growth is expected to slow, but remain above average, in all major semiconductor product categories. Figure 1 Worldwide integrated circuit revenues are expected to rise 11% in 2022 to an all-time high of $565.1 billion and the rest of the semiconductor market—consisting of optoelectronics, sensors/actuators, and discretes (collectively, O-S-D devices)—is also projected to grow 11% this year to a record-high $115.5 billion, based on IC Insights’ forecast in the January Semiconductor Industry Flash Report, included with The McClean Report service. In the 2021 economic turnaround, unit shipments of many widely used semiconductor products could not keep up with increasing demand from system and equipment manufacturers—including carmakers—that struggled to keep up with recoveries in their own markets. Unit purchases of ICs climbed 22% while shipments of O-S-D devices increased 20%, according to The McClean Report service’s January Semiconductor Industry Flash Report. Those were amazing gains considering that over the past 10 years, IC shipments have increased by a compound average growth rate (CAGR) of 7.4% and O-S-D units have increased by a CAGR of 4.7%. The new McClean Report 2022 forecasts that more than 1.3 trillion semiconductor devices—about 432.0 billion ICs and 889.3 billion O-S-D devices—are expected to ship in 2022, an increase of 10% for both segments. IC Insights has updated its comprehensive forecast and analysis of the worldwide semiconductor industry for its 25th edition of The McClean Report. This month, The McClean Report service releases its first January Semiconductor Industry Flash Report, which will be followed throughout 2022 by major quarterly updates providing refreshed five-year forecasts for all IC and O-S-D product categories (sales, unit shipments and average selling prices), assessments of GDP and the global economic conditions impacting chip markets, and analysis of industry capital spending. Quarterly updates in February, May, August, and November will also provide quarterly sales rankings of top semiconductor suppliers as well as dive into major industry trends, such as IC wafer foundry expansion, R&D spending, mergers and acquisitions, regional market growth, and analysis of IC revenue by end-use categories. Report Details: The 2022 McClean Report The 2022 edition of The McClean Report—A Complete Analysis and Forecast of the Semiconductor Industry, will be released in January 2022. A subscription to The McClean Report service includes the January Semiconductor Industry Flash Report, which provides clients with IC Insights’ initial overview and forecast of the semiconductor industry for this year through 2026. In addition to the January Semiconductor Industry Flash Report, Quarterly Updates to the report will be released in February, May, August, and November of this year. An individual user license to the 2022 edition of The McClean Report is available for $5,390 and a multi-user worldwide corporate license is available for $8,590. The Internet access password and the information accessible to download will be available through November 2022. icinsights.com More Information Contact For more information regarding this Research Bulletin, please contact Bill McClean, President at IC Insights. Phone: +1-480-348-1133 email: bill@icinsights.com PDF Version of This Bulletin A PDF version of this Research Bulletin can be downloaded from our website at icinsights.com

To: Return to Sender who wrote (11344)	3/11/2022 11:05:31 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26759

Nice news! Best to buy shares on declines, not at new highs. Applied Materials Announces New $6 Billion Share Repurchase Authorization and Increases Cash Dividend by 8.3 Percent SANTA CLARA, Calif., March 11, 2022 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a new $6 billion share repurchase authorization, supplementing the previous authorization which had $3.2 billion remaining at the end of the first quarter of fiscal 2022. In addition, the Board approved an 8.3-percent increase in the quarterly cash dividend from $0.24 to $0.26 per share, marking the fifth consecutive annual dividend increase. The dividend is payable on June 16, 2022 to shareholders of record as of May 26, 2022. “The new share repurchase authorization and dividend increase demonstrate Applied Materials’ confidence in the long-term growth of our markets, the strength of our technology, and our ability to generate strong cash flow and attractive shareholder returns,” said Gary Dickerson, President and CEO. “Our broad portfolio of innovative products puts Applied in a great position to outperform our markets in the years ahead.” Forward-Looking Statements This press release contains forward-looking statements, including those regarding anticipated growth in our businesses and markets, technology transitions, business and cash flow performance, and market share positions. These statements and their underlying assumptions are subject to risks and uncertainties and are not guarantees of future performance. Factors that could cause actual results to differ materially from those expressed or implied by such statements include without limitation the risks and uncertainties described in our SEC filings, including our recent Forms 10-Q and 8-K. All forward-looking statements are based on management’s current estimates, projections and assumptions, and we assume no obligation to update them. About Applied Materials Applied Materials, Inc. (Nasdaq: AMAT) is the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. Our expertise in modifying materials at atomic levels and on an industrial scale enables customers to transform possibilities into reality. At Applied Materials, our innovations make possible a better future. Learn more at www.appliedmaterials.com. Contact: Ricky Gradwohl (editorial/media) 408.235.4676 Michael Sullivan (financial community) 408.986.7977 nasdaq.com

To: Return to Sender who wrote (11344)	5/23/2022 10:48:47 AM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 26759

Thanks for the reminder. I had to load Firefox since Chrome and Edge didn't show the chart. I knew from past discussions that this VIX chart of yours was a great chart. Since I often don't have time to look at posts in other browsers, here is an example of how you can save an image to a temp file then upload it here so everyone can see it:

To: Return to Sender who wrote (11344)	6/28/2022 9:16:40 AM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Read Replies (2) \| Respond to of 26759

Do you (or anyone else) have any idea what fab tools have 30 month lead times? My guess would start with ASML, but that is just a guess. Also, it seems there is a shortage of unicorn farts to power the turbines to generate electricity in Taiwan just like the US and Europe. TSMC to initiate about 6% price hike in 2023 Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Tuesday 28 June 2022 TSMC has determined that prices for most of its manufacturing processes will rise about 6% starting January 2023, despite concerns raised recently about a potentially disappointing second half of 2022 for a number of end markets, according to industry sources. Many Taiwan-based IC design houses have expressed pessimism about their sales prospects for the rest of this year, citing cutbacks in orders from brand device vendors amid growing macro uncertainties, the sources indicated. However, TSMC and other Taiwan-based pure-play foundries are still poised to see their 2022 revenues hit record highs, the sources said. TSMC and other Taiwan-based foundries have yet to experience significant cutbacks in orders from their major clients, and are expected to still see customer orders utilize over 95% of their fab capacities through the end of this year, the sources noted. Major Taiwan-based foundries are also looking to carry out their capacity expansion projects as they strike long-term order commitments with customers, the sources said. Besides, rising raw material and labor costs, coupled with the ever-increasing electricity costs in Taiwan, have put the foundries under further pressure to raise their quotes. In addition, prolonged delivery lead times for semiconductor equipment are slowing down capacity expansions at the world's pure-play foundries, the sources indicated. Lead times for fab tools have been extended to as long as 30 months, showing no signs of contraction, the sources said. The arrival of new foundry capacities over the next two years may come below their expectations due to delays in equipment installation, the sources indicated. digitimes.com