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

To: Kirk © who wrote (11963)	9/14/2021 12:34:48 PM
From: Kirk ©	Read Replies (1) \| Respond to of 27046

US chip vendors increasingly shift orders from China foundries Cage Chao, Taipei; Jessie Shen, DIGITIMES Tuesday 14 September 20210 Credit: DIGITIMES US chip vendors have increasingly shifted their orders away from China-based foundries to mitigate potential risks arising from the ongoing trade tensions between the US and China, according to industry sources. Taiwan-based foundries are expected to benefit most from this trend, the sources said. Despite the orders shifted, China-based foundries have managed to have other fabless customers mainly China- and Taiwan-based ones immediately fill the capacity gap left by its US clients, the sources indicated. China-based foundries' capacity utilization rates could serve as early indicators of a reversal of the overall chipmaking market demand, said the sources, adding that their still-high utilization levels suggest that demand remains robust. In addition, wafer quotes offered by China-based foundries including Semiconductor Manufacturing International (SMIC) and Huahong Group have come close to those offered by TSMC and other fellow Taiwan-based peers, according to sources at Taiwan-based fast-charging IC and other peripheral chipmakers. But the costs per chip manufactured at China-based foundries could be actually higher compared with those offered by Taiwan-based foundries if manufacturing yield rates, lead times and other services ae taken into consideration, the sources noted. TSMC has yet to adjust its quotes, but reportedly plans to raise the quotes by as much as 20% starting next year. The upcoming price increases will also be reflected in the orders scheduled to be fulfilled starting December. digitimes.com

To: Kirk © who wrote (11963)	9/14/2021 3:41:36 PM
From: Kirk ©	Read Replies (2) \| Respond to of 27046

Man did a couple of typos make that post I wrote all wrong! Let me redo it below and add clarification: I think CA is 80% non GOP and the Democrats did what they do best, secretly back the most conservative candidate to run against. I think nearly half (the registered voters in CA) have already voted so there is probably enough turnout for Newsom to win by a landslide. I don't see Newsom as having a chance to lose this especially since most/many moderates like me dislike the guy, BUT we don't like wasting so much money and time on this whole election farce that both parties participate in rather than giving us better candidates. So we vote NO to discourage the repeating nonsense. Trump won in 2016 and the Democrats tried to impeach AND CONVICT him for 4 years rather than give us a better choice than Biden... They failed on both accounts and we have the an old guy in office now the big wigs are worried about losing governors like Newsom who might have to appoint a replacement for 88 year old Dianne Feinstein... so they don't want ANY chance of a Republican getting this office or they could lose the Senate again. We've had Biden, Obama, Harris, Bernie Sanders and Lizzy Warren in here stumping for Newsom to win and not lose the ability to replace Feinstein if needed...