Malaysia Boleh...apa apa pun bolih......ex-PeeeM also could be wearing orange and checking into cage at bamboo river........counting the numbered days. Whole Bursa could rally in happiness, except Dx??????
For once japanese whore could be right.....Maulusia could be famous for all the wrong reasons......Pinky lips check in cage and Dx needs to be held for 3-5 years!!!....Hahahahahahahahahahahaha..........laugh die me.....
Dump, dump, dump...ka ching, ka ching.....cash out please.......fill that bag and this one, and all those to be checked in at Bamboo river.........hahahahaha
Wonder where is that mf that said last week I should only open my champagne bottle to celebrate when Hibby is on top.........is he hiding in between Japanese whore's legs or up someone's azz hole?????
Ham7vor never failed to make my day… when hibi green only show up.. as you always quote .. the price is how we are expecting… still way above our cost… worry more about your after erotic effect hibi…
As I often mentioned the chip industry is very wide and heterogenous in terms of applications and functions.
have a good and safe weekend
From Bloomberg
Don’t celebrate yet Bad news for chipmakers is generally good news for customers: In their earnings reports this season, Intel Corp., Nvidia Corp. and Micron Technology Inc. gave forecasts that indicate chip supply is outrunning demand. The implication—that a supply glut could be looming—is potentially dire for the companies.
But finally, it seemed, customers who had been struggling to get enough silicon, and not pay dearly for it, would get some relief.
Unfortunately for both customers and chipmakers, the reality is more complicated. The chip companies that are struggling with the buildup of unused stockpiles and falling orders are primarily concentrated in one area: the PC industry. In the pandemic, the rise in remote work sent demand for personal computers skyward. Now, people are returning to offices and schools, and deciding they don’t need that fourth home laptop.
Meanwhile, the customers that aren’t looking to buy PC chips are still struggling. Cisco Systems Inc., the maker of machinery that basically runs the internet, said it still can’t get enough components to meet demand. Like many others, Cisco is suffering shortages of a lot of types of chips, including ones that may perform relatively simple functions but are nonetheless essential to complex devices such as network switches or routers.
Older types of chips, like power convertors, are made in factories that have long since ceased to be state of the art. Because of the industry’s fascination with producing chips using hyper-advanced technology in facilities that cost as much as $20 billion, there’s been very little investment in expanding capacity of older, less complex manufacturing.
Cisco forecast that the issues will persist through its fiscal 2023, which ends in July next year. Scott Herren, Cisco’s chief financial officer, said his hope is that factory space freed up by less production of PC parts will be devoted to making more of what he needs, but that will take time to play out.
Chip stocks have taken a dive recently on supply glut fears. But it’s worth nothing that not everyone is hurting. Analog Devices Inc., a maker of chips used in vehicles and industrial machinery, said its backlog of orders is still growing. Prices for its products are stable, it said. This is from a company whose worst quarter this year featured 72% revenue growth.
Other companies, like NXP Semiconductors NV and STMicroelectronics NV, are seeing strong demand as well. Their results suggest the chip industry is no longer as reliant on PC and smartphone growth to stay healthy. Semiconductors are used in so many products these days—cars, factory equipment, appliances—that chipmakers have an extra cushion.
Still, that’s not placating investors who react to the slightest mention of a slowdown. Even after Analog Devices gave a better-than-expected forecast—saying it was conservative, at that—the stock fell 5% on Wednesday.
A chip glut may well be coming, but for much of the industry it's not here yet. Applied Materials, the biggest maker of machines that manufacture chips, said Thursday that it’s still receiving more orders than it can fill—because it can’t get enough chips itself. That situation is going to persist for several more quarters, Chief Executive Officer Gary Dickerson told us.
This raises the question, if the maker of chipmaking equipment can’t get enough chips, what chance do others have? —Ian King
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
vellfire14
145 posts
Posted by vellfire14 > 2022-08-18 10:35 | Report Abuse
everything techs is going up but this stock is going down.