Semi Equipment: Chirp, Chirp…

Well, it’s just a single day and AMAT and LRCX are not out of the woods, but TSMC did just place a nice order with Applied Materials.

TXN had better profit than expected but lower revenue and LRCX had better than expected results and a stock buyback. Okay, yay! The world is not ending. But the Semi sector has a long way to go beyond beating tamped down expectations.

Let’s see what develops going forward. It’s why we watch this leading sector. Some modest beats and the trade relief stuff are all in line with the sentiment relief valve that has opened up after the Christmas Eve massacre. But real rubber meets a real road if the trends change in these stocks back to up.




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