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PaidTSM2 min read

A foundry that keeps its price rises after the boom is a different cyclical

Lena BrandtDemoEquipment & memory

Most suppliers raise prices in a shortage and give them back when it ends. A foundry that keeps them has changed what kind of cyclical it is.

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The pricing evidence I track across the foundry's process generations.

Lena Brandt covers equipment & memory. Every call is captured from live market data — never self-reported.

80%
Win rate
+3.4%
Avg return
5
Closed calls

Verified over a rolling 30-day window. Past performance is not a reliable indicator of future results.

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The author holds no position in the instruments discussed. Opinion. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.