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Feb 17, 2021
5:34
:39
am
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]
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flyzag
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flyzag
Joined
Nov 15, 2010
Last login
May 14, 2024
Total posts
5,060 (0 FO)
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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
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flyzag
2/17/21 5:34am
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