More Negative Semiconductor News
The amount of negative news and information about the semiconductor industry seems to be increasing at a faster rate. Micron put up a better quarter than expected but more importantly guided less than expected. We are surprised that the street is surprised as the decline in memory pricing is well known and Micron has been clear about it. It seems like investors and analysts may not be paying attention or hoping that reality isn't true. Even if Micron's earnings get cut in half, its still trading at a low valuation. Investors seem to be pricing in a downside disaster.
There is also a report in the news that Samsung will cut back on memory production in 2019 in order to prop up pricing in the face of slowing demand. Demand is still up just not up as fast as expected. We have written several reports in the past about our "OMEC" (Organization of Memory Exporting Companies) idea and Samsung is the Saudi Arabia of the memory industry. It does have the power to prop up pricing by adjusting supply. It may not be a bad thing for memory makers not such much for memory users.
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