TSMC went up 4.6% today, now worth over 400B.
I brought one time decline in German car discounts in US market. No one understood that point. i mean why Germany needs to sell its cars in US market?. That political favor from past.
when French dont need to sell its cars in US market. French hardly even trying to make cars engineered for US market.
This report was done in 2018 before pandemic. now the the extra 5B euro R&D is going to plug the holes faster.
so future we can see Chinese build more European brands Cars to export globally while Europe goes all the way into Digital technologies that make it more work from home.
2018 report
I will chip in for your one way bus ticket to Europe. There maybe some swimming involved. Look at as a good work out.
European heaven… French Food, British Police, German cars
European Hell … German police, British Food and French cars.
Pretty obvious you have never been. Start swimming
So far so good 
1 Like
its all about Europe. Korean higher investments in Europe with Samsung phone as government app phone in Germany give him edge now foundry processes.
Should Samsung command Apple valuation now? that gap will increase with Samsung Qualcom deals.
it will be Apple/TSMC vs rest of the world.
The company on Wednesday predicted its operating profit for the third quarter would come in around 12.3 trillion won ($10.6 billion), an increase of 58% compared with the year-ago period. It also said its revenue increased by nearly 5% to 66 trillion won ($57 billion).
hints were already there.
Game over for Intel.
1 Like
Advanced Micro Devices Inc. AMD -0.21%▲ is in advanced talks to buy rival chip maker Xilinx Inc., XLNX 0.15%▲ according to people familiar with the matter, in a deal that could be valued at more than $30 billion and mark the latest big tie-up in the rapidly consolidating semiconductor industry.
Should AMD and Xilinx reach an agreement, three of the year’s largest deals so far would be in the semiconductor industry, according to Dealogic data. Analog Devices Inc. in July agreed to pay more than $20 billion for Maxim Integrated Products Inc. and Nvidia Corp. in September agreed to pay $40 billion for Arm Holdings, the British chip designer backed by SoftBank Group Corp.
Intel work with Government. much bigger foundaries inside US.
Still holding 2000 shares and 10 calls, convert 10 calls to verticals (win a little?).
Might profit-take 1000 shares around $52-$53 (never wrong to take profit?), and let profit of the remaining 1000 shares run till $60 (@erth take note).
1 Like
I dont think any US firm has such diverse offerings to compete and Europe simply cannot survive without Chinese wealth.
Huawei building 5G on motorways. why we need expensive cellular phone when Vehicles itself will have own modems for internet. So it is internet at home on computer and Vehicle. I can foresee drop in expensive phones sales.
Good for iPad, AirPods, Apple Watch, CarPlay, Project Titan and services like News+, Apple Music and Apple TV+.
Use more memory? Good for MU.
It may be bullish short term but make no mistake. Europe and China are building competitors. and they have much bigger domestic market and technical skilled population with super fast connectivity in trains and ships.
The more Chinese invest there. The harder EU stance in trade.
Brussels calls on US to drop tariffs in Airbus-Boeing dispute
New trade chief says EU will impose its own duties unless Washington de-escalates
You are underestimating American entrepreneurs and MNCs, they are always positioning for the future. You thought Apple is an iPhone maker, so I have to enlighten you, that’s all.
That only worked when EU and China cooperated to be sub part of US MNC.
now when you look the big picture how and where they investing. it all goes against US MNC.
more Chinese spend money. The stronger the Yuan. More dollar spending the higher Gold prices.
EU foreign investment screening mechanism becomes fully operational
Trump claims China manipulates Renminbi to be weaker than Dollar.
As per trade agreement, Renminbi becomes stronger than Dollar.
And you claim is because… 