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Technology Stocks : Semi Equipment Analysis
SOXX 216.87-1.6%Feb 7 4:00 PM EST

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To: Elroy who wrote (88322)4/28/2022 10:44:48 AM
From: oldbeachlvr   of 93804
 
In two to three years, when multiple new foundry fabs have been built by Intel, Samsung, TSMC and whoever (in Ohio, Texas, Arizona, Germany, Taiwan, China, Japan, etc.) the excess capacity should lower the cost of using a contract foundry substantially. Margins at the fabless semi companies should increase. Until then price increases will be the norm.
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