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

To: Elroy who wrote (94171)	4/10/2025 10:09:40 AM
From: Renmanco	Read Replies (1) \| Respond to of 95422

Yes, most foundries run three shifts....just not all of them....and not all the time.....I just wanted to state that, were they not running a fully-manned three shifts, they could go to fully-manned to add a bit more....but the real way to goose numbers is by product mix changes and pricing power to "desperate" customers. My bigger concern is trying to figure out how much that goes to customers actually goes into current product production vs inventory building.