We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices…
On May 15, the administration announced that Taiwan Semiconductor Manufacturing Co., plans to build a new $12 billion factory in Arizona. In addition, Intel is considering moving some production back to the U.S., and U.S. officials is also trying to convince Samsung to the States. Call us skeptical as announcements are…
Bloomberg is reporting Taiwan Semiconductor Manufacturing Co., who already produces iPhone and iPad processors, will build the company’s new Mac chips, The components will be based on a 5-nanometer production technique, the same size Apple will use in the next iPhones and iPad Pros, one of the people said. Money…
