Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 185.83

+5.8%

Dec 19 9:30 AM EST

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To: w0z who wrote (10884)	2/3/2021 10:30:37 AM
From: robert b furman	Read Replies (1) of 26807

Hi W0Z, I'm told the chip shortage is focused on the Cummins diesel engine, specifically the emissions control system. That's just the talk - may or may not be the real deal. TSMC has indicated they'll build a big fab in Chandler Arizona. My bet is they are in a big hurry and the regulation review better be quick. Certainly no pressure like Trump used to apply. Biden may find himself in one heck of a pickle. Come on man we're not enemies, as Taiwan goes to the communists. If so, it will make one heck of a "I told you so!" from Trump. Everyone worries about China and only talks. Reminds me about the precursor to WWII. Hope not! Bob

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