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

To: Return to Sender who wrote (87534)	10/21/2021 5:18:04 PM
From: Sun Tzu	1 Recommendation Recommended By Return to Sender Respond to of 95503

I'm thinking that when chip makers are not busy making new fabs, they are still busy using the existing equipment (and by extension design tools) to make chips for the customers. During such times the equipment makers will fall, but the design guys should not fall by as much and maybe even go up. Eventually a new build cycle will begin and the equipment guys will go up. But since the production volume will remain the same until new capacity comes online, the design guys will lag in joining them. That is my theory. But it needs to be backtested and validated. Not sure when I will get to it, but I will try to have a look.