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Semi Equipment Analysis

An SI Board Since October 2000

Posts	SubjectMarks	Bans	Symbol
96253	488	0	SOXX

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Reply	Message Preview	From	Recs	Posted
94182	I think the worst positioned chips companies are those that sell their chips to	Elroy	-	4/11/2025
94181	Major chip companies exposure to China-- [X] Qualcomm $QCOM has the highest ex	Sam	1	4/11/2025
94180	China tariffs exempt U.S. semiconductor companies that outsource manufacturing:	Julius Wong	2	4/11/2025
94179	Market Snapshot Dow 39593.66 -1014.79 (-2.50%) Nasdaq 16387.31 -737.66 (-4.31%	Return to Sender	3	4/10/2025
94178	1 New 52 Week Low on the NDX Today and No New 52 Week Highs: New Lows: Mon Tu	Return to Sender	1	4/10/2025
94177	BPNDX Unchanged at 9 PnF Buy Signals: Mon Tues Wed Thur ACLS ACLS AMAT	Return to Sender	2	4/10/2025
94176	BPNDX Rose 1 to 21 PnF Buy Signals - [COST added] Mon Tues Wed Thur AEP AEP AM	Return to Sender	1	4/10/2025
94175	That and more Hi, I'm not asking about the numbers. I'm curious how a f	Kirk ©	2	4/10/2025
94174	90% Upside Day Yesterday but we have so many questions about how the future will	Return to Sender	1	4/10/2025
94173	DJ TSMC Sales Soar 42%. But a Threat Hangs Over the Chips Stock. -- Barrons.com	Return to Sender	1	4/10/2025
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

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