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Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96180	488	0	SOXX

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Reply	Message Preview	From	Recs	Posted
94172	Yes, most foundries run three shifts....just not all of them....and not all the	Renmanco	-	4/10/2025
94171	<i> go to three shifts </i> My understanding is the foundries are	Elroy	-	4/10/2025
94170	They raise prices, shift their product mix, go to three shifts.....and smile all	Renmanco	-	4/10/2025
94169	Hi, I'm not asking about the numbers. I'm curious how a foundry (which	Elroy	-	4/10/2025
94168	TSMC March 2025 Revenue Report pr.tsmc.com	Julius Wong	-	4/10/2025
94167	<i> First-quarter revenue totaled NT$839.25 billion ($25.6 billion), up	Elroy	-	4/10/2025
94166	TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs Apr. 10,	Julius Wong	1	4/10/2025
94165	Market Snapshot Dow 40608.45 +2962.86 (7.87%) Nasdaq 17124.97 +1857.06 (12.16%	Return to Sender	2	4/9/2025
94164	10 New 52 Week Lows Today on the NDX and No New 52 Week Highs: New Lows: Mon	Return to Sender	-	4/9/2025
94163	How Many Days Does BPSOX Have to Remain at ZERO Before Rally? - 2 - BPSOX Rose 9	Return to Sender	1	4/9/2025
94162	Samsung Q1 profit to drop 21% on weak AI chip sales, foundry losses finance.yah	Julius Wong	1	4/9/2025
94161	BPNDX Rose 14 to 20 PnF Buy Signals - [AMAT ASML AVGO AXON CEG CRWD FTNT ISRG KL	Return to Sender	-	4/9/2025
94160	Microsoft says it’s ‘slowing or pausing’ some AI data center projects, including	Julius Wong	1	4/9/2025
94159	Trump pivots on Tariffs to 10% and otheriwse delay hiking them to everyone but C	Return to Sender	3	4/9/2025
94158	Trump says TSMC would face 100% tax if it doesn't build in U.S. Apr. 09, 20	Julius Wong	1	4/9/2025
94157	Intel plunges to 16-year low as several semiconductor stocks hit multi-year lows	Julius Wong	1	4/8/2025
94156	Market Snapshot Dow 37645.59 -320.01 (-0.84%) Nasdaq 15267.92 -335.35 (-2.15%)	Return to Sender	2	4/8/2025
94155	12 New 52 Week Lows on the NDX Today and No New 52 Week Highs: New Lows: Mon	Return to Sender	-	4/8/2025
94154	BPSOX Unchanged at ZERO PnF Buy Signals	Return to Sender	1	4/8/2025
94153	BPNDX Unchanged at 6 PnF Buy Signals: Mon Tues AEP AEP CSCO CSCO EXC EXC KDP K	Return to Sender	-	4/8/2025
94152	Applied Materials CEO acquires shares worth ~$6.87M Apr. 08, 2025 12:46 PM ET B	Julius Wong	2	4/8/2025
94151	AMD, Nvidia, others in focus as KeyBanc discusses impact of AI, tariffs, China o	Julius Wong	1	4/8/2025
94150	Edit	Julius Wong	-	4/8/2025
94149	Chip stocks fluctuate as EU gets set to retaliate against Trump's tariffs A	Julius Wong	2	4/7/2025
94148	Futures look a lot better tonight. BPNDX of 6 is historically pretty low: [grap	Return to Sender	1	4/7/2025

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