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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (72845)	5/24/2023 3:18:53 PM
From: E_K_S	Read Replies (1) \| Respond to of 78732

I think BOTH get approved but 'WITH' Conditions. Why not? Picked up a few more TSEM

To: Elroy who wrote (72845)	5/27/2023 10:19:15 AM
From: E_K_S	Read Replies (1) \| Respond to of 78732

Here is another article on banned chips in China A Trader’s Guide to the US-China Chip Spat After Micron Ban Logic chips are deemed as the “brains” of electronics. This segment includes central processing units (CPUs) that are built for general functionality of equipment, and graphics processing units (GPUs) which are optimized for visual displays and AI computation. This sub-sector is deemed as one of the most difficult areas for China to ban American components. The US has a more-than 60% market share in the logic chip segment, according to a Goldman Sachs Group Inc. report. Looks like 'Logic' chips may be the last to be banned but analog 'mixed-signal semiconductors' may/could be replaced from domestic production. Still not sure where TSEM and MXL-SIMO fit into the mix. I did make a small add to TSEM earlier this week. Also a 20% add to my INTC position after it was sold off due to not having AI exposure. A lot of that money went into NVDA. Added more QCOM too as I see it as a GARP Tech stock.