Rob Cawthon 10:41 AM 07/26/2022

$INTC $MU $AMD $QCOM $NXPI $TXN $MCHP $LRCX $AMAT $ICHR

President Biden says that The CHIPS for America Act will return Semi jobs to the US. Unfortunatelly, it will not. $50b is peanuts for the Semi capex. US needs $5T to get that done and return leadership in Semi which was lost several decades ago. #neutral

Matthew Cameron 02:57 PM 02/03/2021

$INTC $MU $AMD $QCOM $NXPI $TXN $MCHP Source: www.semiconductors.org/gl...in-2020/

Matthew Cameron 02:51 PM 02/03/2021

Global #semiconductor sales increased 6.5% to $439B in 2020, according to trade group Semiconductor industry Association.

2021 will be better as trends started in 2020 (WFH, 5G) will continue to unfold! #bullish

$INTC $MU $AMD $QCOM $NXPI $TXN $MCHP

Adam Taylor 03:28 AM 01/09/2021

Global semiconductor shortage causes Ford and Nissan to cut vehicle production www.cnbc.com/2021/01/08/s...ion.html

Who is the reason of this auto semiconductors supply shortage? $INTC $MU $NXPI $TXN $MCHP #bullish