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


To: Julius Wong who wrote (94030)3/19/2025 12:47:53 PM
From: Return to Sender2 Recommendations

Recommended By
Julius Wong
Sam

  Read Replies (1) | Respond to of 95333
 
2 stocks moving in different directions today. INTC down on this I think. RtS:

TSMC board member dismisses Intel foundry takeover rumors, DigiTimes reports

Paul Liu, head of Taiwan’s National Development Council and a TSMC ( TSM) board member, has denied speculation that the company is considering acquiring Intel’s ( INTC) struggling foundry business, DigiTimes’ Bryan Chuang and Levi Li report. Addressing lawmakers’ concerns, he stated that the topic has never been discussed at the board level, comparing such a move to mixing diesel with gasoline-an incompatible mix.




COHR up nicely on this bit I think. RtS:

03/18/25 2:20 PM Coherent Recognized as One of NVIDIA’s Ecosystem Innovation Collaborators for Co-Packaged Optics at GTC FD: GlobeNewswire COHR 03/18/25 2:24 PM fidelity.com





To: Julius Wong who wrote (94030)3/20/2025 3:22:07 PM
From: Return to Sender3 Recommendations

Recommended By
Julius Wong
Kirk ©
Sam

  Respond to of 95333
 
9 Month Charts of the IWM, SOX, SMH, SOX Components and A.I. Stocks. Now including LITE due to its AI intelligence ties to NVDA. Thanks Julius. Also including SNDK which is back to being a separate public company: