$XL2CSOPHYNIX(07709.HK) Hang in there! Break-even is not far off. One thing this round of storage manufacturers did very well was exercising restraint in expanding capacity. No need to rush; humanity needs massive amounts of memory. Look at China's NEV market for proof.
SKHY 2X Short ETF
SKDD----
SKHY 2X Short ETF (SKDD)
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$XL2CSOPHYNIX(07709.HK) $Tesla(TSLA.US) $Taiwan Semiconductor(TSM.US) Is the sentiment in US after-hours trading this good? Does it feel like the leverage crowded trade from last Friday has bottomed out?
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Silicon wafers will see their first broad-based price increase in over 3-years in January as demand for advanced process chip production shatters expectations, media report. Delivery of silicon wafers, the key ingredient in semiconductor manufacturing, has sped up, with orders originally set for Spring 2027 already fulfilled as customers pull forward delivery schedules by a quarter. (To be clear, fulfillment includes all 2026 and 1st quarter 2027). $SK Hynix(SKHY.US) $Micron Tech(MU.US) $SSNLF $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) #Kioxia #semiconductors
Source: Dan Nystedt