Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 164.26

+6.7%

Nov 28 9:30 AM EST

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To: Sun Tzu who wrote (11589)	7/16/2021 12:38:43 PM
From: Kirk ©	Read Replies (1) of 26638

I think I disagree. At least here in the US and I assume Europe is worse... it is very hard to get new buildings approved to manufacture things with dangerous chemicals and use lots of electricity which we are short of here in the West Coast. They can buy some thriving fabs that probably have some legacy products that they can convert to higher margin business. The competition is Samsung, Taiwan and China aka Eastern Taiwan.... If you are going to compete with nations, then you need to go big or die. My favorite small cap growing quickly to a large cap just bought a SiC fab. The real money AND POWER (military and economic) is not paying third parties to make key components.

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