The Chip Insider - Strategy and Tactics - June 12 2020

    The Chip Insider®
    June 12, 2020 — Strategy and Tactics: Manic-Depressive Forces Shaping Semiconductors. CHC: Excyte's 100 year history. WildPhotons: Things we fear most are the primary sources of ...
    G. Dan Hutcheson
    The Bipolar Years: 2020 to 2021, the Manic-Depressive Forces Shaping the Semiconductor Equipment Industry. You are not alone. Feel confounded about what the second half of 2020 and 2021 will look like? What continues to make these times so difficult to understand is the manic-depressive nature of so many drivers ... Most of which are out-of-sample blasts that have never been seen before. The COVID Crisis is the most obvious one as well as the wild swings in the stock market. As the crisis played out ... governments ... around the globe moved to stay-in-place, effectively shutting down their economies. Then they and their governments quickly responded with massive stimulus programs. They flooded the economy with unprecedented levels money via loans. Back in 1998, during the Asian Financial Crisis they would come to call this the "Greenspan Put," which pales in comparison to the Powell Put we are seeing this year. The big question as to how this will play is not if there is enough money. It is, will all this money have a classical stimulus effect, because...

    Chip History — Excyte's 100 year history: I recently read the 100th Anniversary book of the M+W Group. What was so amazing was how they successively pivoted at so many junctures across this history...

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