The tradition is as old as Wall Street itself, I'd think. In my experience it goes back to the Tech/Internet bubble, proceeds on through the Uranium bubble, Oil bubble and…
Not that you need me to tell you this, but Semi has been weak for some time now. First it was the Fab Equipment stocks like AMAT & LRCX. Now…
Semi Sector Let's begin at the beginning, with our Semi Equipment indicators. Again, for the many folks who were not with us in January of 2013, we recall that month…
Every time SMH does this, it quickly pulls back. At least that has been the case each time it has popped upward from an already overbought situation over the last…
If you've followed my occasional SEMI book-to-bill data posts here at NFTRH.com or in NFTRH, you know how much of a geek-like fascination I have with the Semiconductor Equipment sector…
Reference back to January of 2013. In an NFTRH update we talked about a contact of mine who supplies the equipment sector of the Semiconductor industry, who advised that the industry was on a “ramp up”. The equipment companies are the likes of AMAT, MKSI and LRCX who gear up for Semiconductor Fab cycles.