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.
A Watchlist for Trading the Chip Addiction – Part 2
The just-in-time supply chain for semiconductor microchips fell into the abyss this week as China ordered power cuts to manufacturing facilities.
Dancing With a Taiwanese Time Bomb and Black Gold – Part 2
The entire American economy revolves around advanced microchips that are manufactured in Taiwan.
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