SEMI snuck its August Equipment book-to-bill report by me, releasing it earlier than usual on the 15th. No matter, we got bullish months ago (despite
Tag: semiconductor equipment
Semiconductor Sector, Updated
We have been using the Semis as a one of several economic signposts, and as an investment/trading destination since the Semi Equipment ‘bookings’ category in
AMAT Chirps, b2b Ramps, Yellen Hawks and Gold’s Fundamentals Erode
Following is the opening segment from the May 29 edition of Notes From the Rabbit Hole, NFTRH 397: If we are going to highlight improving
SEMI Equipment Book-to-Bill Improves
Billings were down significantly and that matters not a whit. Bookings jumped and so did the ratio, which of this occasion is indicative of a
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
NFTRH; Semi Equip. Bear Flags
The market bounce (whether very mini to SPX 1915 or maxi to 2000) is in progress (see public post from this morning for more on
Semis Bearish, as Projected; NFTRH+ Short LRCX Finally Cracks
NFTRH+ short idea LRCX (chart below is from the original update) tested my patience royally. As it whipsawed above and below 80 I held it
SEMI Book-to-Bill Ratio Decelerates as Expected, Semis Not Under Valued
I see analysis out there discussing the Semiconductor sector as a whole as being under valued relative to other stock market sectors. This seems to
NFTRH+; an NFTRH Update and a Short Trade Setup Against a Major Semi Equipment Co.
In an NFTRH update we reviewed the newly negative Semiconductor Equipment sector book-to-bill data. After seeing that I checked with a former associate of mine
Semiconductor Equipment Book-to-Bill Out; Bookings and Billings Ease
This was not unexpected, per the SEMI spokesman’s previous release in September. The ratio bumped up a teeny, but bookings declined, and bookings are the
Semiconductor Book-to-Bill Triple Play; Bookings, Billings & Ratio Rise in August
Semi.org’s latest book-to-bill (b2b) data is out, for August. The all-important ‘Bookings’ data hit a 6 month high (in its 3 mo. average) and if
Semi Equip b2b & Market Notes
The Semiconductor Equipment book-to-bill data are out and while June eased a bit it did nothing to cause any disturbance to Q2’s numbers. This means
Semi Equipment Book-to-Bill
Preamble The Semi Equipment sector gave the signal in January 2013 that manufacturing was likely to sure up and then, the economy and employment. Hence,
SEMI Book to Bill for February
SEMI has released the Semiconductor equipment sector’s book-to-bill ratio (b2b) for February and it continues to be stable. The implication is that the industry as
