Tag: Semiconductors

Sanctions on Rare Earths by China are a War Trigger

Things are heading in a precarious direction after U.S. imposed restrictions on exports of high-end semiconductors and technology to China.

Sanctions, Supply Chains, and Recession Sentiment Decimate Microchip Stocks

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.

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.