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Semiconductor Stocks Are Struggling. A Bottom Could Be Nearer.

Por: MarketWatch Business January 07, 2023

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Our view: Supply-chain disruptions and unusually high demand for electronics during the pandemic pushed chip makers to increase memory production to record levels. Since then, sharper U.S. sanctions on China’s chip sector have added to production complexities for global producers. Considering the rapid decline in profitability for global memory makers, these all mean we could see producers cut both capex and output. We think this process may... + full article



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