Positives for semiconductors, and TSM, in particular:
“The corruption inside China’s Rocket Force and throughout
the nation’s defense industrial base is so extensive that US
officials now believe Xi is less likely to contemplate major
military action in the coming years than would otherwise have been
the case.” represents a material reduction of one of the major risk
factors for semis.
Positives for semiconductors, and TSM,
some new long ideas
Posted by te22 on 8th of Jan 2024 at 10:09 am
Positives for semiconductors, and TSM, in particular:
“The corruption inside China’s Rocket Force and throughout the nation’s defense industrial base is so extensive that US officials now believe Xi is less likely to contemplate major military action in the coming years than would otherwise have been the case.” represents a material reduction of one of the major risk factors for semis.
https://www.bloomberg.com/news/articles/2024-01-06/us-intelligence-shows-flawed-china-missiles-led-xi-jinping-to-purge-military?sref=aqVfOg3J
Separately, NVDA has catalysts coming up with the reporting of some of their major customers: MSFT AMZN GOOGL