Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (17637)	1/9/2024 7:37:46 PM
From: Kirk ©	1 Recommendation Recommended By Return to Sender Respond to of 26512

Year over year growth has returned. It was only negative 0.7% last month so this is a big jump. Global Semiconductor Sales Increase 5.3% Year-to-Year in November Tuesday, Jan 09, 2024, 4:30pm by Semiconductor Industry Association semiconductors.org November marks first month of year-to-year market growth in over a year; worldwide chip sales increase 2.9% month-to-month WASHINGTON—Jan. 9, 2024—The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales totaled $48.0 billion during the month of November 2023, an increase of 5.3% compared to the November 2022 total of $45.6 billion and 2.9% more than the October 2023 total of $46.6 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms. “Global semiconductor sales increased on a year-to-year basis in November for the first time since August 2022, an indication that the global chip market is continuing to gain strength as we enter the new year,” said John Neuffer, SIA president and CEO. “Looking ahead, the global semiconductor market is projected to experience double-digit growth in 2024.” Regionally, year-to-year sales were up in China (7.6%), Asia Pacific/All other (7.1%), Europe (5.6%), and the Americas (3.5%), but down in Europe (-2.8%). Month-to-month sales increased in China (4.4%), the Americas (3.9%), and Asia Pacific/All Other (3.5%), but decreased in Japan (-0.7%) and Europe (-2.0%). For comprehensive monthly semiconductor sales data and detailed WSTS forecasts, consider purchasing the WSTS Subscription Package. For detailed historical information about the global semiconductor industry and market, consider ordering the SIA Databook. November 2023 GSR table and graph for press release

To: Return to Sender who wrote (17637)	1/16/2024 11:43:18 AM
From: Kirk ©	2 Recommendations Recommended By Return to Sender y2kate Respond to of 26512

New Term "2nd wave of AI" Coherent (NYSE:COHR), NXP Semiconductors (NASDAQ:NXPI), Western Digital (NASDAQ:WDC) and Camtek (CAMT) all rose after the quartet was upgraded by Barclays amid the "second wave of artificial intelligence." "We think investor focus has already shifted to '25 where we are rolling out numbers across our coverage and assuming a robust positive inflection for most end markets," a group of analysts led by Tom O'Malley wrote in an investor note. "Even factoring in a strong growth year in '25, there isn't a ton of low-hanging fruit at these levels. With this said, we are picking our spots into next year and prefer names levered to the '2nd Wave of AI.'" seekingalpha.com