Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: George Statham who wrote (14663)	10/17/2022 11:57:09 AM
From: Kirk ©	Respond to of 26438

Thanks for the SEMI BPI Here is the SOX and BPCOMPQ The SOX got down NEARLY to the prepandemic high, almost 2.75 years ago.

To: George Statham who wrote (14663)	10/22/2022 2:08:47 PM
From: George Statham	1 Recommendation Recommended By Kirk © Read Replies (2) \| Respond to of 26438

BPSEMI technicalwatch.com

To: George Statham who wrote (14663)	10/24/2022 10:16:54 AM
From: Kirk ©	Respond to of 26438

Better safe than sorry? TSMC suspends work for Chinese chip startup amid US curbs Bloomberg Monday 24 October 2022 Credit: DIGITIMES TSMC has suspended production of advanced silicon for Chinese startup Biren Technology to ensure compliance with US regulations, according to a person familiar with the matter. The decision is connected with information in the public domain that Biren's products outperform Nvidia's A100 chips, which are now banned for the Chinese market, the person said, asking not to be identified discussing a sensitive matter. While TSMC has not reached a conclusion on whether Biren's products meet the US threshold for restrictions, the Taiwanese chipmaker has decided to stop supplies to the Chinese startup for now, the person said. Biren, one of China's most promising semiconductor designers, earlier concluded its artificial intelligence chips produced by TSMC are not covered by the latest US export restrictions because the specs of its products don't meet the criteria for curbs, Bloomberg reported on Friday. A representative for TSMC said the company complies with all relevant rules, and declined to comment further. No one at Shanghai-based Biren was immediately available to respond to requests for comment outside of regular business hours. US Restrictions Biren is considered a domestic contender to compete with graphics chips from Nvidia, which has said it can no longer sell its most advanced AI products into China. The US measures were designed to limit China's development of technology that may be used to aid its military, and appeared to rule out access to advanced fabrication. More at digitimes.com