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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (11225)	5/5/2021 4:16:01 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26631

FB continues Trump Ban: My thoughts posted: FB is a private company and I know people who worked there and quit because they let too many conservative and even moderate views have free speech. SO, they have to keep their workers happy as well as they are in a state where most hate Trump or they are shunned by neighbors and called name if they say anything remotely positive about the former president. I'd say not allowing people on who harass others with name calling and making fun of their disabilities is probably reason enough, but it is their company... FaceFarce DOES need to be more transparent with their decisions, especially for chumps like me with no huge national following. More charts kirklindstrom.com

To: robert b furman who wrote (11225)	5/10/2021 11:47:52 AM
From: Kirk ©	Respond to of 26631

Thanks for the water info. Glad there are places with loads of sun for solar power and water, both needed to build chips of the future.

To: robert b furman who wrote (11225)	5/10/2021 11:51:10 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26631

BTW, those chip fabs will be more valuable with rising prices! Not often we see price inflation for OLD technology.... but here it is. UMC to raise quotes for 28nm process digitimes.com Monica Chen, Taipei; Jessie Shen, DIGITIMES Monday 10 May 2021 United Microelectronics (UMC) plans to raise its 12-inch foundry quotes for 28nm process technology by about 13% starting July, according to industry sources. The foundry house will raise the quotes to about US$1,800 per wafer, compared to US$1,600 in the second quarter, said the sources. UMC will initiate another price hike starting the first quarter of 2022, with its foundry quotes for 28nm processes coming to US$2,300, the sources indicated. UMC has declined to comment on reports about its pricing. MediaTek, catering to strong demand, has been aggressively vying for capacity support from foundries, such as UMC, which has been raising its foundry quotes for profitability, the sources said. With MediaTek accepting all UMC's requests for price hikes, the foundry's other major fabless clients including Novatek Microelectronics and Realtek Semiconductor will be fighting for the limited availability of capacity, the sources noted. Networking IC specialist Realtek has said that amid tight foundry capacity, the company has to put increased focus on high-margin orders for product mix improvement. Novatek is also aware of persistent tight supply from the foundry side, which is unlikely to ease until 2023, according to the display driver IC supplier. UMC also will raise its 8-inch foundry quotes to US$750 per wafer on average starting July, up from US$600 in the second quarter, according to sources at IC design houses.