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Taiwan is location to much than 90% of the manufacturing capableness for the world's astir precocious semiconductors, according to a 2021 Boston Consulting Group report. Pictured present is simply a TSMC gathering successful Taiwan connected April 8, 2022.
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What I americium looking astatine Tuesday, Oct. 11, 2022
- It's Taiwan Semiconductor Manufacturing Company (TSM) and Samsung's crook to autumn isolated arsenic Chinese semiconductor prohibition deepens. Fin de siècle (end of an era). But Morgan Stanley says TSMC is simply a "catalyst buy" up of Thursday's expert meeting.
- Will Micron Technology (MU) beryllium the person successful the semis downward and each others follow? Sure seems that way. Weakness successful the assemblage dragged the Nasdaq down to a two-year low.
- Our Club chipmakers: Advanced Micro Devices (AMD), Nvidia (NVDA), Marvell Technology (MRVL) and Qualcomm (QCOM) were deed Monday and are mostly nether unit successful the premarket. The Club reduced vulnerability to the assemblage Monday, trimming QCOM.
- Gartner says worldwide idiosyncratic machine shipments down 19.5% successful the 3rd 4th implicit past year. PC marketplace experiences steepest declines successful 2 decades. Hurting chipmakers. PC-makers HP Inc. (HPQ) down astir 28% successful Q3; Dell (DELL) down 21%; and Club holding Apple (AAPL) down 15.6%. "Historic slowdown," says Gartner. Back to schoolhouse bad. Business broadside geopolitical and economical uncertainties.
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