No matter what silver lining analysts mention to lessen the blow to semiconductor sentiment, I wouldn’t recommend bottom-picking at this time.
Preparing for War With China at All Costs – Part 2
“If the US and the West impose destructive sanctions on China like sanctions against Russia, we must recover Taiwan. We must seize TSMC.”
Potential Supply Shortage of Neon Gas for Microchip Manufacturing
Welcome to the world of semiconductor-grade neon gas that’s semi-dependent on Russia and Ukraine during a global supply chain crisis.
Supply Chain Crisis Will Not End Anytime Soon – Part 4
The global economy will experience a new supply chain disruption due to renewed lockdowns across China with Shanghai worse than Wuhan.
War Drums as Prices Skyrocket for Used Tractors and Farmland
Despite a pandemic, supply chain crisis, geopolitical & domestic unrest, and inflation, farmland is a big deal. Folks will always need food and a safe place to live.
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