
On Semiconductor Fab Equipment
The Semiconductor Equipment sector is part of the solution to the Semiconductor supply shortage problem Per NFTRH 656 and several editions previous to it, we have been viewing the Semi Equipment stocks in a fundamentally positive light, regardless of the technicals. Today, the technicals are starting to prove out as well. From #656, including the ‘leadership’ chart below. “Staying with a weekly market view let’s … Continue reading On Semiconductor Fab Equipment