Toert schreef op 12 september 2018 15:32:
Nog een ander berichtje onder de nieuws rubriek van ASML, ook op bolero.be.
We zijn nog niet aan de nieuw patatjes.
BUZZ-Goldman Sachs sours on chip gear makers on DRAM, NAND concerns
15:25 (12/09) - Bron: Reuters
** Goldman Sachs lowers view on semiconductor capital
equipment space to "neutral" from "attractive" as it cuts memory
capex expectations on signs of DRAM oversupply and further
weakness in NAND prices
** GS downgrades LAM Research to "neutral" from
"buy" and removes Entegris from its 'conviction list'
** Chip gear makers LRCX, ASML Holding , KLA Tencor
, Applied Material down 1.8-3.2 pct premarket
** ENTG flat, while MKS Instruments off 0.5 pct
** Initial hope that Samsung's decision to push out DRAM
spending was company specific has turned into a view of a more
broad-based correction in memory capex in 2019, GS says
** These concerns also led GS to downgrade Micron ,
Hynix and Tokyo Electron to "neutral" from
"buy"; Micron sliding ~5 pct premarket
** GS also reportedly lowered its PT on Western Digital
and Seagate on the same concerns, sending their
shares down 1.8 pct and 2.5 pct, respectively
** GS joins RBC and Evercose ISI among others in raising
concerns on prices
(Reporting by Savio D'Souza)
((RM:savio.dsouza.thomsonreuters.com@reuters.net))