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The Global Supply Chain is FUBAR

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  • #16
    I bought my gaming desktop in late 2019, it was an open box, only 1,899 instead of 3,600. I really lucked out there....
    I am not delusional! Now if you'll excuse me, i'm gonna go dance with the purple wombat who's playing show-tunes in my coffee cup!
    Rules are like Egg's. They're fun when thrown out the window!
    Difference is irrelevant when dosage is higher than recommended!

    Comment


    • #17
      I bought a Dell XPS system in November 2019 and it died (both cpu and motherboard failure) this month from excessive heat. I took to a computer repair place to confirm my diagnosis and the guy who owned the shop said he has seen dozens of the same problems out of newish Dell XPS systems. I will no longer purchase products from Dell.
      Try http://wordforge.net/index.php for discussion and debate.

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      • #18
        I got Lenovo
        I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
        - Justice Brett Kavanaugh

        Comment


        • #19
          mine was a Cyberpower PC.
          Intel Core i7 8700, 16 gb ram, Geforce RTX 2060, 1tb SSD drive.
          I am not delusional! Now if you'll excuse me, i'm gonna go dance with the purple wombat who's playing show-tunes in my coffee cup!
          Rules are like Egg's. They're fun when thrown out the window!
          Difference is irrelevant when dosage is higher than recommended!

          Comment


          • #20
            My rig is ca. 3 yrs old. Still doing a good job tho.
            Blah

            Comment


            • #21
              Two trillion in corporate taxes? Great.
              I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
              - Justice Brett Kavanaugh

              Comment


              • #22
                The stock charts for semiconductor companies are really looking interesting right now.
                I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                - Justice Brett Kavanaugh

                Comment


                • Kidlicious
                  Kidlicious commented
                  Editing a comment
                  I like TSM if it pulls back.

                • Kidlicious
                  Kidlicious commented
                  Editing a comment
                  "VanEck Vectors Semiconductor ETF forms bullish "Symmetrical Continuation Triangle" chart pattern
                  03/26/2021

                  Recognia has detected a "Symmetrical Continuation Triangle (Bullish)" chart pattern formed on VanEck Vectors Semiconductor ETF (SMH on NASDAQ). This bullish signal indicates that the price may rise from the close of 241.64 to the range of 277.00 - 286.00. The pattern formed over 28 days which is roughly the period of time in which the target price range may be achieved.

                  VanEck Vectors Semiconductor ETF has a current support price of 233.26 and a resistance level of 241.82.

                  A Symmetrical Continuation Triangle (Bullish) is considered a bullish signal, indicating that the current uptrend may continue. The formation occurs because prices are reaching both lower highs and higher lows. The technical event occurs when the price breaks out of the triangle formation to close above the upper (descending) trendline, thereby confirming the pattern."

                • Kidlicious
                  Kidlicious commented
                  Editing a comment
                  "Taiwan Semiconductor Manufacturing Co Ltd forms bullish "Continuation Wedge" chart pattern
                  03/26/2021

                  Recognia has detected a "Continuation Wedge (Bullish)" chart pattern formed on Taiwan Semiconductor Manufacturing Co Ltd (TSM on NYSE). This bullish signal indicates that the price may rise from the close of 116.56 to the range of 145.00 - 152.00. The pattern formed over 28 days which is roughly the period of time in which the target price range may be achieved.

                  Taiwan Semiconductor Manufacturing Co Ltd has a current support price of 114.89 and a resistance level of 126.00.

                  A Continuation Wedge (Bullish) is considered a bullish signal, indicating that the current uptrend may continue. Prices edge steadily lower in a converging pattern i.e. there are lower highs and lower lows. The technical event occurs when prices break above the upper trendline, thereby confirming the pattern."

              • #23
                The Motley Fool like TSM and TXN the most, then MU.
                I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                - Justice Brett Kavanaugh

                Comment


                • #24
                  Micron Technology (MU) is gapping up in the pre-market.
                  I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                  - Justice Brett Kavanaugh

                  Comment


                  • Kidlicious
                    Kidlicious commented
                    Editing a comment
                    TSM is up already too.

                • #25
                  Bipartisan support for $50b in subsidies for chip manufacturing and stocks still not performing well comparably.

                  Biden Reassures Chip Summit of Bipartisan Support for Funds (yahoo.com)
                  I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                  - Justice Brett Kavanaugh

                  Comment


                  • #26
                    TSM announcing earnings before bell
                    I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                    - Justice Brett Kavanaugh

                    Comment


                    • #27
                      Originally posted by Kidicious View Post
                      TSM announcing earnings before bell
                      Another one that beat estimates and went down. You can buy now for $118.
                      I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                      - Justice Brett Kavanaugh

                      Comment


                      • #28
                        Fire sale on NVIDIA stock today.
                        I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                        - Justice Brett Kavanaugh

                        Comment


                        • #29
                          Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ
                          • More content below

                          Anusuya Lahiri
                          Fri, April 16, 2021, 9:53 AM·2 min read
                          • More content below
                          • Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.
                          • Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM).
                          • Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.
                          • Samsung Electronics Co Ltd (OTC: SSNLF) had to temporarily shut down two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer Renesas Electronics Corp’s (OTC: RNECF) Japanese plant was hampered by the February earthquake and a March fire.
                          • Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.
                          • Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated Micron Technology Inc (NASDAQ: MU), which had facilities in Taichung and Taoyuan.
                          • Hsinchu-based TSM and United Microelectronics Corp (NYSE: UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.
                          • TSM did not estimate any significant impact on operations despite the tight water supply.
                          • However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.
                          • Taiwan introduced a drought disaster response agency in October.
                          • The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.
                          • TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.
                          • Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.
                          • Price action: TSM shares traded flat at $118.35 on the last check Friday.

                          See more from Benzinga
                          © 2021 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
                          I drank beer. I like beer. I still like beer. ... Do you like beer Senator?
                          - Justice Brett Kavanaugh

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