Semi industry has been usually weak. Its YTD gain has been wiped out. The whole industry seems to have been plagued by overcapacity. Industry wide consolidation is probably inevitable through M&A and bankruptcy.
【在 l*********m 的大作中提到】 : 草,CY and mrvl都腰斩了
l*m
4 楼
谢谢分析,现实真残酷,自以为是高科技,却原来没有这么美,兔死狐悲,作为同行, 我很有同感
【在 r******9 的大作中提到】 : Semi industry has been usually weak. Its YTD gain has been wiped out. The : whole industry seems to have been plagued by overcapacity. Industry wide : consolidation is probably inevitable through M&A and bankruptcy.