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Money Thrill : Like i mention before ... the downgrades shall follow by Sell-side analysts but with the buy-side analysts who works only for institutions follows a buy momentum. Be aware of fakers?
Money Thrill : There was a press release today from ... Micron Introduces World’s Fastest, Most Energy Efficient 60TB SSD ) etc .... how can it be that the income shall go down? Be rational, market manipulation so that retailers sells
Forever Learning OP Money Thrill : some retailers didn't study the company, after seeing the stock continuously down, will scare off and sell it
Money Thrill Forever Learning OP : AND this is also good to mention about the restrictions... there are EXCEPTIONS
"However, there are exceptions to this for the time being. Multinationals can apply for a license to import production machines to China, for example for use in their own factories. Those exceptions include support and software updates for the equipment in question. South Korean chip manufacturers Samsung and SK Hynix, among others, have such a license for their planned expansions in China, which will allow them to import new machines to their Chinese factories for at least another year. TSMC will also be allowed to import American chip production machines for its planned Chinese chip factories in the coming year"
So i am looking now which companies has a factory in China ?
Money Thrill : However, YOU SEE IT ... (much bla, bla ) Lam maintains a substantial presence in Asia with a focus on Malaysia, where its largest manufacturing facility is located in Penang. This site supports its global operations with capabilities focused on wafer fabrication equipment production, part of Lam’s strategy to expand in the Asia-Pacific region while mitigating risks associated with supply chain complexities and geopolitical tensions.
Lam Research’s strategic choice to centralize its largest manufacturing in Malaysia reflects a careful response to regional demand, supply chain efficiency, and regulatory factors. While it operates support and service centers within China to assist customers there, Lam primarily relies on its Malaysian facility for manufacturing, along with other sites in South Korea and the U.S., to meet global production needs. This structure allows the company to navigate export controls and AVOID POTENTIAL TRADE RESTRICTIONS while still serving clients in China and elsewhere.