Semi b2b Jumps to 1.08, and it’s Deceiving

The Semi equipment book-to-bill ratio jumped all the way to 1.08!  Can you believe that?  Well unfortunately, what matters is nominal bookings and billings.  Bookings eased a bit from December's…

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Semiconductor b2b

Just one small segment of conventional analysis NFTRH 331 found itself doing... Semiconductor Sector Folks, it is b2b (book-to-bill) time again and the reading for January came in at 1.03,…

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Regarding the Semi’s

I did not make the point clear in the previous post but as NFTRH subscribers may recall, it is the Semi Equipment companies (they that supply the chip makers with…

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