$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ Just an amateur thought,
Not only TSM, but also Intel have expensive equipment from ASML. Chips below 2nm are not monopolized by TSM. I believe that if Intel and AMD merge, the former Intel manufacturing division focuses on factories, and development combines the intelligence of both companies, it is not impossible to catch up with Nvidia.
I think qualcomm merging with arm would be more threatening than acquiring intel, instead of fighting with intel.
Not only TSM, but also Intel have expensive equipment from ASML. Chips below 2nm are not monopolized by TSM. I believe that if Intel and AMD merge, the former Intel manufacturing division focuses on factories, and development combines the intelligence of both companies, it is not impossible to catch up with Nvidia.
I think qualcomm merging with arm would be more threatening than acquiring intel, instead of fighting with intel.
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$Novavax (NVAX.US)$
This too, originally supposed to be a Trump brand in the early stages of the new coronavirus, right?
This too, originally supposed to be a Trump brand in the early stages of the new coronavirus, right?
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$Nuzee (NUZE.US)$ In the end, gold is everything in the world!
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$ The one who was able to buy it in the 37 dollar range
congratulations.
congratulations.
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181143412 OP : Thank you for your comment. As reported in the news, I think it would be better to increase the share of US production of advanced semiconductors to reduce risks, but it seems that Intel is not yet able to operate the latest exposure equipment at full capacity.
181143412 OP : Thank you for your comments. It's educational. I used to think it's better to do everything if you have a factory in a single company, but considering the high wages and national character of the usa, it's difficult. When thinking about the Taiwan Strait Crisis, relying too much is also a concern, but if that happens, it's not just about semiconductors.