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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (88322)4/28/2022 10:44:48 AM
From: oldbeachlvr  Respond to of 92545
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.