Link

Sign up, and you'll be able to customize your font size and more! Sign up

Report problem with this ad

Feb 17, 2021
5:34:39am

flyzag All-American

Link

Bloomberg - Are you a robot?

https://www.bloomberg.com/tosv2.html?vid=&uuid=80886ee0-711c-11eb-8cfa-6d64e2d9313e&url=L25ld3MvYXJ0aWNsZXMvMjAyMS0wMS0yNy9jb3ZpZC1wYW5kZW1pYy1zbG93cy1kb3duLWNoaXBtYWtlcnMtY2F1c2VzLWNhci1zaG9ydGFnZQ%3D%3D[https://www.bloomberg.com/news/articles/2021-01-27/covid-pandemic-slows-down-chipmakers-causes-car-shortage]

Report problem with this ad

flyzag

Bio page: flyzag
Joined: Nov 15, 2010
Last login: Jul 23, 2024
Total posts: 5,061 (0 FO)

Report problem with this ad

Messages

Author

Time

Any thoughts on equities in the semiconductor space? Been in some ETFs as I see

Cougar8Duck

2/16/21 8:26am

I own TSM and UMC. TSM is the market leader.

Genghis Spreads

2/16/21 8:35am

TSM would be a good play. I've had AMD for a few years and I keep thinking of

squidmark

2/16/21 8:37am

TSM I think is the supplier for the auto industry. They own the market.

flyzag

2/16/21 8:40am

They do the actual manufacturing for a lot of chip designers — Apple, AMD, etc.

squidmark

2/16/21 8:43am

Do semiconductor ETFs include fabless design houses?

Genghis Spreads

2/16/21 8:50am

True but that's kinda strange. Autos don't need advanced chips like phones do.

Genghis Spreads

2/16/21 8:46am

TSM is a foundry

AZ Coug

2/16/21 10:59pm

Link

flyzag

2/17/21 5:34am

Report problem with this ad

Posting on CougarBoard

In order to post, you will need to either sign up or log in.

Report problem with this ad