Ua ʻike ka ʻāpana Zacks Steel Producers i kahi piʻi hou ʻana ma hope o ke kaumaha o ka hoʻōla ʻana i ke koi a me nā kumukūʻai kila maikaʻi i nā ʻāpana hao nui. ʻO ke koi olakino no ke kila ma nā mākeke koʻikoʻi e like me ke kūkulu ʻana a me ke kaʻa e hōʻike ana i kahi makani huelo no ka ʻoihana. Ke kiʻekiʻe nei nā kumukūʻai kila ʻoiai ka emi ʻana o ka manawa, kahi e hoʻonui ai i ka loaʻa kālā o nā mea pāʻani ʻoihana. ʻO Ternium SA TX, Commercial Metals Company CMC, TimkenSteel Corporation TMST a me Olympic Steel, Inc. Ua mākaukau ʻo ZEUS e pōmaikaʻi mai kēia mau ʻano.
ʻO ka ʻoihana Zacks Steel Producers e lawelawe ana i kahi ākea o nā ʻoihana hoʻohana hope loa no nā huahana kila like ʻole e like me ke kaʻa, ke kūkulu ʻana, nā mīkini, nā ipu, ka hoʻopili ʻana, nā mīkini ʻoihana, nā lako mining, ka halihali, a me ka ʻaila a me ke kinoea. ʻO kēia mau huahana e komo pū me ka coil a me ka pepa i ʻōwili wela ʻia a me ke anu, ka coil a me ka pepa i hoʻoluʻu wela ʻia a me ka galvanized, rebar, billet a me ka bloom, wire rod, strip mill plate, standard pipe and line pipe, a me nā huahana paipu mechanical. Hana nui ʻia ke kila me ka hoʻohana ʻana i ʻelua mau ʻano - ka umu pahū a me ka umu arc uila. Ua ʻike ʻia ʻo ia ke kumu o ka hana ʻana. ʻO nā mākeke kaʻa a me ke kūkulu ʻana ka mea kūʻai nui loa o ke kila. ʻO ka mea nui, ʻo ka hale a me ke kūkulu ʻana ka mea kūʻai nui loa o ke kila, e helu ana i ka hapalua o ka hoʻohana holoʻokoʻa o ka honua.
Ka ikaika o ke koi ma nā mākeke hoʻohana hope loa: Aia nā mea hana kila i kahi kūlana maikaʻi e pōmaikaʻi mai ka piʻi ʻana o ke koi ma nā mākeke hoʻohana hope loa kila e like me ke kaʻa, ke kūkulu ʻana a me nā mīkini i waena o ka emi ʻana o ka maʻi coronavirus. Ua piʻi aʻe ke koi kila mai ka hapaha ʻekolu o 2020 i ka wā i hoʻomaka hou ai nā ʻoihana hao nui i nā hana i ka wā i hoʻomaha ʻia ai nā laka honua a me nā kapu. Ua hoʻihoʻi hou ka ʻoihana kūkulu ma hope o ka hoʻomaka hou ʻana i nā papahana i kū ʻia e nā hoʻopilikia kaulahao lako a me ka nele o ka hana kanaka. Ua mau ka ikaika o ka hana kauoha ma ka mākeke kūkulu hale ʻole, e hōʻike ana i ka ikaika o ka ʻāpana. Manaʻo ʻia hoʻi e pōmaikaʻi nā mea hana kila mai nā puke kauoha kiʻekiʻe ma ka mākeke kaʻa i ka hapa lua o 2022 i ka wā e hoʻomaha ai ka pilikia semiconductor a hoʻonui nā mea hana kaʻa i ka hana. Ua hoʻomaikaʻi pū ʻia ke koi ma ka ʻāpana ikehu e kūʻē i ke kua o ka piʻi ʻana o nā kumukūʻai aila a me ke kinoea. ʻO nā ʻano maikaʻi ma nā mākeke nui e hōʻike maikaʻi ana no ke koi kila. Noho kiʻekiʻe nā kumukūʻai kila e hoʻonui i nā palena waiwai: Ua hoʻōla ikaika nā kumukūʻai kila i ka makahiki i hala a ua paʻi i nā kiʻekiʻe moʻolelo i ka makahiki i hala e kūʻē i ke kua o ka hoʻōla ʻana i ke koi ma nā mākeke koʻikoʻi, nā lako paʻa a me nā waihona kila haʻahaʻa ma waena o ke kaulahao lako. ʻIke ʻia, US Ua piʻi aʻe nā kumukūʻai kila i nā kiʻekiʻe hoʻopaʻa moʻolelo i ka makahiki i hala ma hope o ka hāʻule ʻana i nā haʻahaʻa makahiki he nui i hoʻoulu ʻia e ka maʻi ahulau i ʻAukake 2020. Ua uhaʻi nā kumukūʻai coil wela i ʻōwili ʻia (HRC) i ka pae $1,900 no kēlā me kēia tone pōkole i ʻAukake 2021 a ua piʻi hope loa i Kepakemapa. Akā ua nalowale nā ​​​​kumukūʻai i ka momentum mai ʻOkakopa, i kaumaha ʻia e ke koi paʻa, ka hoʻomaikaʻi ʻana i nā kūlana lako a me ka piʻi ʻana o nā lawe mai kila. Mai ka hoʻouka kaua ʻana o Rūsia iā Ukraine, ua piʻi hou nā kumukūʻai kila a piʻi a kokoke i $1,500 i kēlā me kēia tone pōkole i ʻApelila 2022 ma muli o nā hopohopo lako a me ka hoʻonui ʻana i nā manawa lawe. Eia nō naʻe, ua hoʻi hope nā kumukūʻai mai ia manawa, e hōʻike ana i nā manawa lawe pōkole a me nā makaʻu i ka recession. ʻOiai ka hoʻoponopono i lalo nei, noho mau nā kumukūʻai HRC ma luna o ka pae $1,000/ton pōkole a loaʻa paha ke kākoʻo mai ke koi olakino o ka mākeke hope loa. I ka wā kokoke, manaʻo ʻia nā kumukūʻai maikaʻi e hoʻonui i ka loaʻa kālā a me ke kahe kālā o nā mea hana kila. alakaʻi i ka lohi o ka hoʻokele waiwai o ka ʻāina. ʻO ka emi ʻana o ka ʻāpana waiwai o ka ʻāina ua alakaʻi i ka lohi o ka hoʻokele waiwai. Ua hoʻi nā hana laka hou. ua lawe i kahi hopena nui ma ka hoʻokele waiwai lua o ka honua. ʻO ka lohi o ka hana hana ua alakaʻi i ka emi ʻana o ke koi kila Kina. Ua loaʻa i ka hana hana kahi pilikia i ka wā e hoʻi hou mai ai ka maʻi i ka noi no nā waiwai i hana ʻia a me nā kaulahao lako. ʻO ka neʻe ʻana o Beijing e hoʻomaha i ka wela ma ka mākeke waiwai, ma kahi ʻāpana ma o nā hana hoʻopaʻa hōʻaiʻē, he mea hopohopo nō hoʻi ia no ka ʻoihana kila o ka ʻāina.
ʻO ka ʻoihana Zacks Steel Producers kekahi ʻāpana o ka ʻāpana Zacks Basic Materials ākea. Loaʻa iā ia kahi Zacks Industry Rank #95 a aia ma ka 38% kiʻekiʻe o nā ʻoihana 250+ Zacks. ʻO ka Zacks Industry Rank o ka hui, ʻo ia hoʻi ka awelika o nā Zacks Ranks o nā waihona lālā āpau, e kuhikuhi ana i kahi wā e hiki mai ana. Hōʻike kā mākou noiʻi ʻoi aku ka maikaʻi o ka 50% kiʻekiʻe o nā ʻoihana ma ka Zacks Rank ma mua o ka 50% lalo ma mua o 2 a 1. Ma mua o ko mākou hoʻolauna ʻana i kekahi mau waihona āu e makemake ai e noʻonoʻo no kāu waihona, e nānā kākou i ka hana a me ka loiloi o ka mākeke kūʻai hou o ka ʻoihana.
Ua emi ka hana a ka ʻoihana Zacks Steel Producers ma mua o ka Zacks S&P 500 a me ka ʻoihana Zacks Basic Materials ākea i ka makahiki i hala. Ua hāʻule ka ʻoihana i ka 19.3% i loko o ka manawa, ʻoiai ua nalowale ka S&P 500 i ka 9.2% a ua hāʻule ka ʻoihana holoʻokoʻa i ka 16%.
Ma muli o ka lakio waiwai ʻoihana 12 mahina i ka EBITDA (EV/EBITDA), he huina maʻamau no ka loiloi ʻana i nā waihona kila, ke kālepa nei ka ʻāpana i kēia manawa ma 2.27 mau manawa, ʻoi aku ka haʻahaʻa ma mua o 12.55 mau manawa o ka S&P 500 a me 5.41 mau manawa X o ka ʻoihana. I nā makahiki ʻelima i hala iho nei, ua kālepa ka ʻoihana a hiki i ka 11.62X a me ka haʻahaʻa e like me 2.19X me ka waena o 7.22X, e like me ka mea i hōʻike ʻia ma ka pakuhi ma lalo nei.
Ternium: Loaʻa iā Ternium ma Luxembourg kahi Zacks Rank #1 (Strong Buy) a he mea hana nui ʻo Latin American o nā huahana kila pālahalaha a lōʻihi. Manaʻo ʻia e pōmaikaʻi ia mai ke koi ikaika no nā huahana kila a me nā kumukūʻai kila kiʻekiʻe i ʻike ʻia. ʻO ke koi olakino mai nā mea kūʻai aku ʻoihana a me ka mākeke kaʻa e hoʻomaikaʻi ana e kōkua i kāna mau hoʻouna ma Mekiko. Manaʻo ʻia hoʻi ke koi olakino no nā mea kūkulu hale e kākoʻo i nā hoʻouna ma Argentina. Loaʻa pū iā Ternium ka pōmaikaʻi mai ka hoʻokūkū kumukūʻai o kāna mau hale. Ua neʻe pū ʻo Texas e hoʻonui i ka wai a hoʻoikaika i kāna kālā ma hope o ka maʻi ahulau. Hiki iā ʻoe ke nānā i ka papa inoa piha o nā waihona Zacks #1 Rank o kēia lā ma aneʻi. Ua hoʻoponopono hou ʻia ka Zacks Consensus Estimate no ka loaʻa kālā o Ternium i kēia makahiki he 39.3% i nā lā 60 i hala. Ua lanakila pū ka loaʻa kālā o Texas i ka Zacks Consensus Estimate ma luna o nā hapaha ʻehā ma hope, me ka awelika o 22.4%.
Nā Metala Kalepa: ʻO Commercial Metals ma Texas, me ka Zacks Rank #1, hana, hana hou a kūʻai aku i nā huahana kila a me nā metala, nā mea pili a me nā lawelawe. Ua pōmaikaʻi ia mai ke koi kila ikaika e pili ana i ka ulu ʻana o ka backlog downstream a me ka pae o ka hana kūkulu hou e komo ana i ka pipeline papahana. Ke hoʻomau nei ia i ka ʻike ʻana i ke koi ikaika no nā huahana kila ma ka hapa nui o nā mākeke hope. Manaʻo ʻia kahi mākeke kūkulu olakino e kākoʻo i ke koi ikaika o ka rebar a me ke koʻokoʻo uea ma ʻAmelika ʻĀkau. Manaʻo ʻia e paʻa mau ke kūʻai aku kila ma ʻEulopa ma muli o ka hoʻonui ʻia ʻana o ke koi mai nā mākeke kūkulu a me nā ʻoihana. Ke hoʻomau nei ʻo CMC i ka pōmaikaʻi mai kāna mau hana hoʻonui pūnaewele e hoʻomau nei. Loaʻa iā ia ka waiwai paʻa a me ka ʻike kālā a ke hoʻomau nei i ka nānā ʻana i ka hōʻemi ʻana i ka hōʻaiʻē. Loaʻa iā Commercial Metals kahi ulu kālā i manaʻo ʻia he 31.5% no ka makahiki kālā o kēia manawa. Ua hoʻoponopono hou ʻia ka Zacks Consensus Estimate no ka loaʻa kālā o CMC i kēia manawa he 42% i nā lā 60 i hala. Ua lanakila pū ka hui i ka Zacks Consensus Estimate i ʻekolu o nā hapaha ʻehā i hala. Loaʻa iā ia kahi hoʻihoʻi hoʻihoʻi awelika ma kahi o 15.1% ma luna o kēia manawa.
ʻOlumepika Keʻa: ʻO ʻOlumepika Keʻa ma Ohio, me ka Zacks Rank #1, he kikowaena lawelawe metala alakaʻi e kālele ana i ka hana ʻana i ke kalapona, ka ʻōwili pālahalaha i uhi ʻia a me ke kila kila, ka coil a me ka pā, ka alumini, ka tinplate o ke kūʻai pololei a me ka hāʻawi ʻana, a me nā huahana hōʻailona metala nui. Ua pōmaikaʻi ʻo ZEUS mai kona kūlana waiwai ikaika, nā hana e hōʻemi i nā lilo hana, a me ka ikaika i kāna mau ʻoihana Tubing a me Specialty Metals. Manaʻo ʻia nā kūlana mākeke ʻoihana i hoʻomaikaʻi ʻia a me ka piʻi hou ʻana o ke koi e kākoʻo i kāna kūʻai aku. ʻO ka pepa kaulike ikaika o ka hui e hiki ai iā ia ke hoʻopukapuka i nā manawa ulu hoʻihoʻi kiʻekiʻe. I nā lā 60 i hala iho nei, ua piʻi aʻe ka Zacks Consensus Estimate no ka loaʻa kālā o ka makahiki o ʻOlumepika Keʻa i 84.1%. Ua ʻoi aku hoʻi ʻo ZEUS ma mua o ka Zacks Consensus Estimate i ʻekolu o nā hapaha ʻehā ma hope. Loaʻa iā ia kahi hoʻihoʻi hoʻihoʻi awelika ma kahi o 44.9% ma luna o kēia manawa.
TimkenSteel: Hana ʻo TimkenSteel ma Ohio i nā kila alloyed a me nā kila kalapona a me nā microalloyed. ʻOiai ua hoʻopilikia ka hoʻopilikia ʻana o ke kaulahao lako semiconductor i nā hoʻouna i nā mea kūʻai aku kelepona, ua pōmaikaʻi ka ʻoihana mai ke koi ʻoihana a me ka ikehu kiʻekiʻe a me kahi ʻano kumukūʻai kūpono. Ke hoʻomau nei ka hoʻōla ʻana o ka mākeke ʻoihana no TMST. Ua kōkua pū ka noi kiʻekiʻe o ka mākeke hope loa a me nā hana hōʻemi kumukūʻai i kāna hana. Ke pōmaikaʻi nei ia mai nā hoʻoikaika e hoʻomaikaʻi i ke ʻano kumukūʻai a me ka pono hana. Loaʻa iā TimkenSteel kahi Zacks Rank #2 (Buy) a manaʻo ʻia e kau i ka ulu ʻana o ka loaʻa kālā o 29.3% no ka makahiki. Ua hoʻoponopono hou ʻia nā kuhi manaʻo no ka loaʻa kālā o kēia makahiki i 9.2% i nā lā 60 i hala. Ua lanakila ka TMST i ka Zacks Consensus Estimate i kēlā me kēia hapaha ʻehā ma hope, me ka awelika o 39.8%.
Makemake ʻoe i ka ʻōlelo aʻoaʻo hou loa mai Zacks Investment Research? I kēia lā, hiki iā ʻoe ke hoʻoiho i nā waihona maikaʻi loa 7 no nā lā 30 e hiki mai ana. Kaomi e kiʻi i kēia hōʻike manuahi Ternium SA (TX): Hōʻike Loiloi Waihona Manuahi ʻOihana Metala Kūʻai (CMC): Hōʻike Loiloi Waihona Manuahi ʻOlumepika Steel, Inc. (ZEUS): Hōʻike Loiloi Waihona Manuahi ʻO Timken Steel Corporation (TMST): Hōʻike Loiloi Waihona Manuahi No ka heluhelu ʻana i kēia ʻatikala ma Zacks.com, kaomi ma aneʻi.
NEW YORK (Reuters) - Ua hōʻiliʻili ka mea hoʻopukapuka kālā piliona ʻo William Ackman i $4 biliona ma ka ʻoihana kūʻai kumu kūikawā nui loa (SPAC), ua haʻi aku ʻo ia i nā mea hoʻopukapuka ma hope o ka loaʻa ʻole o kahi kūpono o nā ʻoihana i manaʻo ʻia ma o ka hui ʻana. He pilikia nui ka hoʻomohala ʻana no ka luna waihona kālā kaulana, nāna i hoʻolālā mua e hāʻawi i ka SPAC i kahi kuleana ma Universal Music Group, ma hope o ka huhū o nā kaʻa hoʻopukapuka ma Wall Street i ka makahiki i hala. Ma kahi leka i nā mea kuleana ma ka Pōʻakahi, ua hōʻike ʻo Ackman i kekahi mau kumu, me nā kūlana mākeke maikaʻi ʻole a me ka hoʻokūkū paʻakikī mai nā hāʻawi mua mua o ka lehulehu (IPO), i keakea i kāna ʻimi ʻana i ka ʻoihana kūpono e hui pū me kāna SPAC. hoʻoikaika.
ʻO ka hoʻomaopopo ʻana i ka mākeke ka mea nui o ka mea hoʻopukapuka kālā i nā manawa a pau, akā i ke kaiapuni o kēia lā, ʻoi aku ka wikiwiki ma mua o ka wā ma mua. ʻAʻole ia he downtrend ma Wall Street (ua emi ka S&P 500 i ka 19% mai ka makahiki a hiki i kēia lā) akā he ʻōwili o nā makani kūʻē e hana ana i ke kua. Ua wehewehe ʻia ka ʻikepili hana no Iune he ikaika - he kumu maikaʻi - akā ke kūpaʻa nei ka hoʻonui ʻana o ke kumukūʻai a ua hoʻololi ka Fed i kāna kulekele i ka hoʻokiʻekiʻe ʻana i nā uku hoihoi e hakakā iā ia.
Ua hui pū ʻo Neil Dingman, ka luna hoʻokele o ka noiʻi ikehu ma Truist, me Yahoo Finance Live e kūkākūkā i nā mākeke ikehu a me ka nānā ʻana no nā kumukūʻai aila no ka hapa lua o ka makahiki.
ʻO ka haʻalele ʻana o Elon Musk i kahi hoʻāʻo e kūʻai iā Twitter Inc. hiki ke waiho i ke kanaka waiwai loa o ka honua i ʻoi aku ka ikaika ma mua o kona hoʻolaha ʻana i ka ʻaelike $44 biliona, āna i loaʻa mai ke kūʻai aku ʻana i nā ʻāpana Tesla he piliona kālā ma ke kālā e waiho nei i loko o nā panakō. I ka Pōʻalima, ua haehae ʻo Musk i kāna ʻaelike ʻApelila 25 e kūʻai i ka paepae pāpili kaiapili, me ka hoʻohiki ʻana o Twitter e koi iā ia e hana maikaʻi, a ke kū nei nā ʻaoʻao ʻelua i kahi kaua kānāwai lōʻihi e hiki ke uku iā Musk i nā ʻumi kālā ma lalo o ke kānāwai. Hoʻokahi haneli miliona kālā US. loea. Me ka nānā ʻole i ka hopena, ʻike ʻia ka CEO o Tesla e noho ana ma kahi o $8.5 biliona ma ke kālā mai ke kūʻai aku ʻana i ka waihona o ka mea hana kaʻa i ka hopena o ʻApelila e kālā i ka loaʻa ʻana o Twitter.
Ua hoʻomau ka hāʻule ʻana o nā ʻāpana o kekahi mau waihona fintech kaulana i kēia lā i ka wā e hoʻomākaukau ai nā mea hoʻopukapuka kālā no ka hoʻomaka ʻana o ke kau loaʻa kālā a me ka ʻikepili hou o kēia pule e hāʻawi iā mākou i kahi ʻike i ke kūlana o ka hoʻonui ʻia ʻana o kēia manawa. Ua hāʻule nā ​​​​ʻāpana o ka hui kūʻai i kēia manawa, uku ma hope (BNPL) ʻo Affirm (NASDAQ: AFRM) ma kahi o 9% i ka hola hope o ke kālepa ʻana. Ua hāʻule nā ​​​​ʻāpana o ka mea hāʻawi ʻike akamai ʻo Upstart (NASDAQ: UPST) ma kahi o 1.4%, a ua hāʻule ka panakō kikohoʻe ʻo SoFi (NASDAQ: SOFI) ma kahi o 4%.
I ka hapa lua o ka makahiki, ua maopopo mālie ka manaʻo o ka mākeke. ʻO ka mea mua, aia kahi manaʻo e hiki ke emi iho ka hāʻule ʻana o ka 1H, a i ʻole e paʻi ana i kahi paepae a hoʻomaha ma mua o ka hāʻule hou ʻana. ʻO ka lua, aia kahi ʻaelike e ulu nei e hiki mai ana kahi recession, i hoʻokahi makahiki a i ʻole. ʻO ka manaʻo o ka hapa liʻiliʻi ʻo ia ka recession maoli ma luna o mākou; akā, ʻaʻole mākou e ʻike pono a hiki i ka hoʻokuʻu ʻia ʻana o nā helu ulu Q2 ma hope o kēia mahina. He aha ke ʻano o ia mea
Ua loaʻa i ka mea hana polokalamu pūlima kikohoʻe ʻo DocuSign (NASDAQ: DOCU) kahi makahiki weliweli. Me ke kumukūʻai haʻahaʻa o ka mahele a me ke alakaʻi e neʻe ana, ʻike kekahi poʻe loiloi iā DocuSign ma ke ʻano he pahuhopu kūʻai kūpono. E ʻimi kākou i nā hui e noʻonoʻo paha e hāʻawi i kahi hāʻawi no DocuSign a me nā hihia ʻoihana o kēlā me kēia hui.
Ua wehewehe ʻo Andrew Left, ka mea nāna i hoʻokumu iā Citron Research a me kekahi o nā mea kūʻai pōkole kaulana loa o ka honua, i nā cryptocurrencies he "hoʻopunipuni" i ka Pōʻakahi. I ka nīnau ʻia ʻana ma kahi ʻaha kūkā e pili ana i ka hoʻopunipuni ma nā mākeke kālā e pili ana i kāna ʻike ʻana i ka hoʻopunipuni hiki ke hana ʻia, ua haʻi aku ʻo Left i ka lehulehu: "Manaʻo wau he hoʻopunipuni piha nā cryptocurrencies i nā manawa he nui." ʻAʻole ʻo ia i ʻōlelo inā ua hoʻokomo kālā ʻo ia i nā cryptocurrencies.
Hoʻēmi kēia mau kumukūʻai waiwai haʻahaʻa i ka hoʻokele waiwai nui akā ʻaʻole hōʻike i ka hoʻomaikaʻi nui ʻana i nā pepa kaulike o kā lākou ʻoihana mai ka emi ʻana o nā waiwai hope loa i ka makahiki 2016.
(Bloomberg) — He ʻōlelo aʻoaʻo hoʻokahi kā Bill Gross no ka poʻe e ʻimi nei e komo i loko o nā palapala hoʻopaʻa, nā waihona a me nā waiwai: Mai. ʻOutTrump, ʻo ka hapa nui mai BloombergElon, hōʻino iā Elon Musk lāua ʻo 'Rotten' Twitter DealNā manaʻo o Wall Street ma nā waihona Ma ka lā kālepa anemic: Market WrapʻO ka mea kaua hou a Putin no ka luku nui ʻana: ʻIke ʻo PetroKazakhstan Ua ʻike ke Kulanui ʻo Wuhan i ka hihia cholera, hoʻoulu i nā makaʻu o ka laha ʻana ʻO nā bila Waihona kālā hoʻokahi makahiki kahi koho maikaʻi loa no ka aneane o nā hoʻopukapuka kālā ʻē aʻe, wahi a ke aliʻi palapala hoʻopaʻa mua no ka mea
Ua hui pū ʻo Jimmy Lee, ka Luna Nui o Wealth Consulting Group, a me Eddie Ghabour, ka mea nona ka Key Advisors Group, me Yahoo Finance Live e kūkākūkā i nā ʻōkuhi o ka hoʻokele waiwai a me ka neʻe ʻana o ka mākeke i ke kaʻina hoʻonui uku o ka Fed.
Ke nānā nei nā mea hoʻopukapuka kālā i ke alakaʻi a Wall Street inā hiki ke hoʻomau nā loaʻa hou a hiki i ka hopena o ka makahiki
Ua like iki ʻo Applied lāua ʻo Lam me ka Coca-Cola lāua ʻo Pepsi o nā lako semiconductor etch a me ka deposition. Hana hou ʻia kēia hana i nā manawa he nui e hana i nā semiconductors o kēia lā. I kēia manawa, ʻo Lam Research kahi hui loea i ka etching a me ka deposition a he loea i ka vertical stacking.
Manaʻolana ka mea hana kaʻa uila ʻōpio e hōʻemi i nā kumukūʻai ma o ka hoʻonui ʻana i ka huahana ma nā ʻano āpau.
I ka mahina i hala, ua hoʻohaʻahaʻa ka ʻoihana noiʻi IDC i kāna wānana no ka hoʻouna ʻana i nā kelepona akamai, me ka wānana ʻana i ka emi ʻana o 3.5% i kēia makahiki ke hoʻohālikelike ʻia me 2021.
ʻO ka manawa mua aʻu i lohe ai i ka huaʻōlelo "pilikua hiamoe" ʻo ia ka wā i loaʻa ai iaʻu kahi ʻōlelo kaulana mai Admiral Yamamoto Yamamoto e pili ana i ka hoʻouka kaua ʻana ma Pearl Harbor i ka makahiki 1941 ma kāna puke pai: "Ke hopohopo nei au no kā mākou. ʻO ka mea wale nō e hana ai, ʻo ia ke hoʻāla i kahi kanaka hiamoe. E hoʻopiha iā ia me ka hoʻoholo paʻa weliweli. " A ʻo kēlā pilikua hiamoe, ʻoiaʻiʻo, ʻo ia ʻo ʻAmelika Hui Pū ʻIa. Ma hope o ka hoʻouka kaua ʻana, ua ala ʻo ʻAmelika i kona wahi ma ka mōʻaukala a ma ka honua, a ua lanakila ka hanauna nui loa iā ʻAmelika me kona hiki.
Ua hui pū ʻo Michael Kushma, CIO o Broad Markets Fixed Income ma Morgan Stanley Investment Management, me Yahoo Finance Live e kūkākūkā pehea e pane ai nā mea hoʻopukapuka kālā i ka loli o ka mākeke o kēia manawa ma waena o ka piʻi ʻana o nā hua, ka hoʻonui nui ʻana o ka hoʻonui ʻana a me ka piʻi ʻana o nā uku paneʻe.