Semiconductor Stocks: Chip making stocks plunged amid warnings and downgrades. Semi stocks sunk 4.1%, hitting a three-month low. Equipment stocks fell 2.3%.
Oerlikon bucked the trend. The Chip Insider: It’s getting cold and quiet in chip making. Memory frozen, DAO in nosedive.
Leading Edge Manufacturing Capex – Is It Worth It? Value of Metrology, Partnering, Apple’s supply chain. Semiconductor Analytics: IC Sales fall into beginning of 4Q.