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.

A Watch List for Trading the Chip Addiction

There are only three major FABs (fabricating facilities) in the world today, with two of them in Asia and one in the U.S. at Intel.