Bad news for hardware semiconductor companies (ASML/KLA/AMAT/LAM etc)
Fabs like TSMC are getting reductions in orders from customers like NVIDIA/AMD/Intel etc. During 2023, 7nm nodes will run at 50% capacity and older tech nodes will also run at reduced capacity. This means lesser/No sale of capital equipments from companies like ASML/AMAT/LAM/KLA and others. Be safe everyone 👇👇👇👇 https://www.tomshardware.com/news/amd-intel-nvidia-slash-orders-to-tsmc #hardwar#hardsuitlab#hardsuitlabs #hardware #interview #semiconductor #ASML #technology #Fab #EUV #DUV #ALD #PECVD #wafers #Chips
Tom's Hardware
Puts
recession is coming full speed
This is nothing new. Semi has always been a boom and bust industry. It’s a good time to take that severance package and do something else or retire.
Scary. Let's see how q1 unfolds
The real bad news is that Huewei filed for EUV lithography patent last month. ASML monopoly has real danger now.
That is indeed worrying development.
Lol. Never take Chinese engineering seriously.
I thought that intel owns Fabs
https://www.eetimes.com/intel-will-rely-on-tsmc-for-its-rebound/
We do but we need to catch up to TSMC on leading edge process tech. That’s the plan.
Market is already aware of this. Don’t you see smh or soxx is 50% down from the peak.
What about Qualcomm? Aldi’s they also reduced orders ?
What is puts ?
Options where you bet on prices falling