Boeing also firing... Who's next? Semiconductor?

[k1976]

Now semiconductor is doing good but don't think will last long. Moore's law silicone wafer will eventually get obsolete.

https://www.ft.com/content/3b11018f-960d-442f-8dc7-ed6b555d87f6

Maybe...Moorse law up lorry?

 

[k1976]

Maybank and UOBKH keep ‘buy’ on Frencken, semiconductor recovery to arrive within 2HFY2025​

Douglas TohTue, Oct 15, 2024 • 11:19 AM GMT+08 • 4 min read

Frencken has not received a large ramp up in orders in the semiconductor sector.Photo: Unsplash

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Analysts at Maybank Securities and UOB Kay Hian (UOBKH) have both kept their “buy” calls on Frencken Group E28as they expect to see a gradual recovery across most of the group’s segments moving forward.
While UOBKH analyst John Cheong has maintained his target price of $1.74, Maybank’s Jarick Seet has lowered his target price to $1.54 from $1.77

 

[k1976]

Top 10 Stocks to Buy Now

Free Article

Why Semiconductor Stocks Micron, Applied Materials, and KLA Corporation Plunged Today​

By Billy Duberstein – Oct 15, 2024 at 3:59PM
Key Points

• 
  ASML's leaked earnings report contained disappointing bookings and guidance.
• 
  AI growth remains strong, but all other chip markets still appear to be lagging.
• 
  Still, the sell-off could be an opportunity to add to these long-term winners.

 

[congo9]

PRC wanting to work in Micron.
but Micron is very weary of them.
A few years ago caught a few PRC shipping out the stolen data from Singapore plant.
Was sacked