Calls for funding US chip production The market will show me to be wrong if the likes of AMAT and LRCX break down. I hold both of them because while…
In a nod to the Trump administration, on which I am often very hard, I now understand why they would seek to impair parts of the US Semiconductor Equipment industry…
The global Semiconductor segment has blown away all other segments in 2020, the year of... well, you know. Sure, all those game boys are sitting on the couch blowing each…
NFTRH has tracked the intact leadership chain for the US stock market for all of 2019 and indeed since Q4 2018, with the front end (SOX/NDX) and the back end…
It was nearly 2 years ago when we noted that Wall Street and the financial media were leading people astray in a trend chasing exercise with a Semi sector that…
The signals have persisted since the May lows in the Semi sector and in the broad markets. Nominal Semiconductor (esp. Semi Equipment) stocks and the sector's market leadership have remained…
Glimmer: noun; a faint sign of a feeling or quality, especially a desirable one The Semi sector as a whole remains in a growth contraction. I happen to hold equipment…