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, it makes sense to continue watching the Semi’s for clues about the economy going forward.
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 a whole is still upgrading…
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,…
Excerpted from this week's Notes From the Rabbit Hole (NFTRH 327), a 35 page report covering economic data and indicators, US and global stock markets, commodities and clear technical and…
NFTRH 322 covered the usual range of markets, from US to global stocks to precious metals and commodities to currencies and indicators. It also included an extended economic discussion about…
Semiconductor Equipment Book-to-Bill The Semiconductor Equipment book-to-bill ratio for November is out and it improved per the table below. I will work the data into a graph similar to the…
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…
Excerpted from the November 23 edition of Notes From the Rabbit Hole, NFTRH 318: Semiconductor Equipment Book-to-Bill Ratio Moderating Since we were the only ones (so far as I could…