주문 줄고 가격 뚝…반도체 겨울 시작되나(2022.07.24)

2022.07.24

주문 줄고 가격 뚝…반도체 겨울 시작되나 | 한경닷컴 (hankyung.com)

주문 줄고 가격 뚝…반도체 겨울 시작되나

 

 

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2022.07.23

모건스탠리, 마이크론 '매도' 투자의견 - 연합인포맥스 (einfomax.co.kr)

모건스탠리, 마이크론 '매도' 투자의견 - 연합인포맥스

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Micron and Western Digital Stocks Drop After Seagate’s Earnings. It’s the Economy. (yahoo.com)

 

 

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2022.07.24

Why ASML Isn't Seeing the Slowdown Other Semiconductors Are | The Motley Fool

 

It's good to have a monopoly on the most important technology in the world.

The near-term outlook doesn't look so good for semiconductors. Look no further than the recent tepid guidance from memory producer Micron (MU -3.69%) and hard disk storage provider Seagate Technology (STX -8.11%) as evidence.

First, there is a hangover from the pandemic-era boom in PCs and smartphones, with consumers now spending money on travel and experiences. High gas, rent, and food inflation are also conspiring to take away the consumer's purchasing power, and China's lockdowns have depressed demand even further.

 

With the Federal Reserve raising rates and several measures of economic activity going into contraction, it's no surprise companies may be cutting back on investments and inventory when they can. That has the potential to even hurt the stronger data center and industrial markets -- though we haven't seen those slow just yet.

 

Yet in contrast to other chip companies, leading semiconductor equipment company ASML (ASML -1.48%) isn't seeing a slowdown in its business -- quite the opposite. Here's why ASML, and perhaps other equipment stocks, may be able to defy the semi slump.