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

To: Elroy who wrote (94169)	4/10/2025 9:51:47 AM
From: Renmanco	Read Replies (1) \| Respond to of 95427

They raise prices, shift their product mix, go to three shifts.....and smile all the way to the bank and the earnings reports.

To: Elroy who wrote (94169)	4/10/2025 1:52:48 PM
From: Kirk ©	2 Recommendations Recommended By Julius Wong Return to Sender Respond to of 95427

That and more Hi, I'm not asking about the numbers. I'm curious how a foundry (which is almost always at full capacity) can have such wild swings in sales. Do they a) raise prices, or b) have massive increases in capacity year on year with the same price, or c) something else. Fully staff 3 shifts and work weekends Delay scheduled maintenance Order more equipment and get it up and running in spare closets and parking lots (joking.... they need a clean room) Change product mix to higher margin chips. Think autos after COVID cost $50K as they load them up with expensive chips since the lower cost, $30K autos are not as profitable. If you have limited capacity, then use it to build the more profitable products. Charge more for priority Charge more period