Semis: proxies for the global economy and first-in/first-out of a downturn TSMC earnings takeaways and potential impact from China re-opening Re-shoring and localization of supply...
Chip stocks are facing a steep downturn amid slowing demand and growing U.S.-China rivalry The Philadelphia Semiconductor Index (SOX) is down about 36% for the year to date Texas...
US dollar drops more on receding bets of Fed rate hikesEuro reclaims parity ahead of ECB decisionBOJ expected to maintain ultra-loose strategyEU shares gain but Wall Street falls...
The bipartisan Creating Helpful Incentives to Produce Semiconductors for America legislation, or CHIPS Act, was signed into law last week, setting aside $52 billion to boost...
Equities were mostly higher in the Asia Pacific region, though Chinese and Hong Kong markets eased, and South Korea and India were closed for national holidays. Despite new Chinese...
chip biz is recovering.... iphone 15 will be produced soon
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Profit Taking
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bulls
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i believe Samsung has great potential
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I think Samsung has exceptional potential, simply because they are the only one having 3nm process node except for TSMC. Samsung is big, but tiny compared to TSMC from a market cap perspective. If Samsung can grab a bit more than the current 11% chip market share, it will be a huge win for Samsung. In the latest earningscall from Synopsys, I noticed in the question section that Synopsys confirmed very much activity relatef to a big chip manufacturer that could only be Samsung.
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Do I need to mention that TSMC is in Taiwan and has more than 60% of the worlds chip marketshare? A lot of companies would probably like to diversify now and the only cutting edge (high margin) alternative is Samsung.
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I stop buying.
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i started buying at 1170
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seems like the company has largely recovered from early damage done to its public image and remains a solid maker of precision electronics
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Samsung' Lee Family's Heir secure a controlling stake in the firm