上周AMAT季报电话会议时CEO关于DRAM的评论： “ Gary E. Dickerson President, Chief Executive Officer & Director, Applied Materials, Inc.
What we see in DRAM next year is up some versus 2014, but if you look at 2013 to 2014, the WFE spending really is going up pretty dramatically. We have it up in the 30% to 45% range in terms of total WFE spending in DRAM. And we see it up slightly maybe less than 5% next year is our current view; and on the capacity versus technology we see it much heavier weighted in capacity buys versus technology buys in 2015; but that's our current view. ” 另外Klarman建仓了从SUNE分拆出来的SEMI，似乎也值得关注