Semi-Conductor Chip Update -- Briefly -- December 4, 2021

In the technology space, the semiconductor chip will be the top story for 2022. 

Updates are linked here. 

Foundries vs designers.

For investors, this is the biggest story of the past week:

• Brandon's' DOJ will fight to stop Nvidia from buying ARM

If one is bullish on Apple / AAPL, the one best piece of news this past week -- the government jumping in to stop the buyout of ARM by Nvidia. I can't think of anything more bullish for Apple in this space than that news. 

By the way, what does the Chinese dictator and the US government have in common: a fear that publicly traded companies are getting too big; that some entrepreneurs are getting too rich. Both China and Brandon are now doing the same thing: staking steps to keep companies from getting too big; keep entrepreneurs from getting too rich. It's an interesting observation. I've not seen others report on the comparison yet.  But I digress. Back to chips.

Posted this past week re: chips --

• TSMC will roll out the 3-nm chip in a year or so;
• AAPL continues to distance itself from other semiconductor players
• Intel cozying up to TSMC; the story suggests Intel very concerned about being left behind;
  
• Brandon's DOJ will fight to stop Nvidia from buying ARM
• even so, NVDA "poppped" on December 2, 2021, according to The Motley Fool;
  
• Jim Cramer cashed in on some of his "chip" winners but did not take profits in NVDA, suggesting it could be a $10 trillion company some day; for perspective, MSFT and AAPL each have a market cap of $2.5 trillion or something like that; maybe just $2.1 trillion; I've lost the bubble;
• AMD and XLNX merger has not yet gone through; the spread widened as much as $60 while I was away

NVDA: I'm curious where the stock price needs to go for NVDA to become a $10 trillion market At $325 now with a market cap of $800 billion, let's see ... 325 / 800 = x / 10,000 ... 3250000 / 800 = $4,000 / share. I'm sure that's not right. LOL.