To The Moon

PCT: Noted TSM Earthquake v10.1 : PCT = Pandas Coffee Talk. Noted = data archived. It seems whenever TSM is hit by earthquakes. Like Japan Earthquake or Taiwan Earthquake. TSM being the main chip parts supplier of EARTH. To prevent disruptions of digital economy. Many countries governments will pour in investments grants & subsidies to TSM to build locally in their countries. About 9Months-1Year. TSM bottomlines will show up in her shares prices with NVDA-like growth. Because those invested plants are most high tech & latest technologies available. So now it is Taiwan Earthquakes. TSM share prices jumped after 9Months from Japan Earthquake showed stellar growth. So 9Months from now Taiwan Earthquake TSM share prices will... What if there is a wars in Taiwan which TSM is stationed?

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC, the world's leading chipmaker, is firing on all cylinders. With their highly anticipated Arizona fab approaching pilot production ahead of schedule, a second fab confirmed in Japan, and their CoWoS technology leading the advanced packaging game, TSMC's future is undeniably bullish. The Arizona fab, a massive undertaking aimed at bolstering US chip production, is expected to begin pilot production by mid-April, a significant milestone ahead of initial projections. This signals a potential early start to mass production, possibly by the end of 2024. An official announcement is expected at TSMC's upcoming press conference on April 18th. This fab, along with the first fab i

Yes of course , labour shortages & shipping  Routes disruptions & high risk 

$Micron Technology(MU)$  Thanks to technological advancements in Taiwan which appear to have kept damage and casualties relatively low. $Micron Technology(MU)$ presence In is large in Taiwan but it hasn't been too adversely affected by Tuesday's earthquake and all employees are safe and facilities were not extensively damaged. At this stage the impact appears minimal. Source: Bloomberg  Taiwan is the leading producer of the most advanced semiconductors in the world, including the processors at the heart of the latest iPhones and the Nvidia graphics chips that train AI models including OpenAI’s ChatGPT. TSMC has become the tech industry’s linchpin because it’s the most advanced in producing complex c

Report that the impact is less

Here are some potential impacts: 1  Disruption to Manufacturing Facilities: Taiwan is home to Taiwan Semiconductor Manufacturing Company (TSMC), one of the largest semiconductor foundries in the world, as well as other semiconductor manufacturers such as United Microelectronics Corporation (UMC). If these facilities are damaged or forced to shut down due to the earthquake, it could disrupt global semiconductor production and lead to supply shortages. 2  Supply Chain Disruptions: Taiwan is a major supplier of semiconductor equipment, materials, and components, including silicon wafers, chemicals, and packaging materials. Disruption to these supply chains could impact semiconductor manufacturing worldwide, delaying production and increasing costs for semiconductor companies. 3. Rip

taiwan's semiconductor industry halt production will impact global chip prices $NVIDIA Corp(NVDA)$ might further boost profits with chip scarcity $Taiwan Semiconductor Manufacturing(TSM)$ orders all from the US this time will bearish US semiconductor sector bullish for south korean semiconductor industrybelow are affected taiwanese semiconductor companies $Semiconductor Bull 3X Shares(SOXL)$

$Semiconductors Bear 3X Shares(SOXS)$ $Taiwan Semiconductor Manufacturing(TSM)$ this time gonna impact whole supply chain regardless of $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ all rely on tsmc's capacitythis halt gonna cause massive disruptions opportunity knocks

I'm loyal to $NVIDIA Corp(NVDA)$. but I'm trading $GRANITESHARES 1.5X LONG NVDA DAILY ETF(NVDL)$ instead. risky, challenging, not for the faint hearted. do your own research

I think AMD la

nvda will continue pulling smci. AMD quite overvalued so limited gains..

$Taiwan Semiconductor Manufacturing(TSM)$ evacuated production lines and factory areas in response to the major 7.4 magnitude earthquake, indicating disruptions to its manufacturing operations. This could lead to production delays and supply chain issues for TSMC's major customers like $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ .ImageFrom historical experience, earthquakes affect five sectors of the industryTaiwan's chip cowos packaging sector, GPU/AI chip capacity.Taiwan's wafer foundry contract manufacturing, high-end mobile phones, and server chips.Taiwan's panel LCD industry, will continue to affect the supply.Japan and South Korea's storage industry, dram and nand

$NVIDIA Corp(NVDA)$  is the leader of the ai craze. it almost reached the 3.618 Fibonacci retracement level before retreating. its pnf has yet to confirm a downtrend. $Micron Technology(MU)$ is trailing behind, it has just briefly touched its 1.618 Fibonacci retracement level before retreating below. its pnf also has not shown a reversal of trend.  the fed is also contributing to the rally by its dovish stance inspite of resilient inflation. oil is on the rising trend. when oil is above $80, stocks will waver. the overall sense is that mu will continue its retreat after the last burst effort to reach the 1.618 Fibonacci retracement level. there are many gaps below.

$Micron Technology(MU)$  Will trend ⬆️

$Micron Technology(MU)$  Will continue to rise 👍

Definitely ⬆️⬆️⬆️

$Micron Technology(MU)$   most of semiconductor sector shone brightly in Q1, but some semiconductor companies like $Advanced Micro Devices(AMD)$ and $Qualcomm(QCOM)$ experienced relatively smaller gains. analysts raised their price target for Micron to $144 from $120, citing the immense additional value artificial intelligence technologies bring to key component manufacturers. overall, I think this industry wouldn't perform too bad... @Universe宇宙 @rL @GoodLife99 @Shyon @Aqa

most of semiconductor sector shone brightly in Q1, but some semiconductor companies like $Advanced Micro Devices(AMD)$ and $Qualcomm(QCOM)$ experienced relatively smaller gains. analysts raised their price target for Micron to $144 from $120, citing the immense additional value artificial intelligence technologies bring to key component manufacturers. overall, I think this industry wouldn't perform too bad... @Universe宇宙 @rL @GoodLife99 @Shyon @Aqa @koolgal

$Micron Technology(MU)$ Should have another 15 to 20% to go.

$Micron Technology(MU)$ To the moon