Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
One year ago, while sitting on my sister's deck overlooking Flathead Lake, I started taking investing seriously, at age 70. LOL. I actually re-vamped the blog to make it easier for me to track things.
The Apple Page
Items:
- all that new hardware announced Tuesday this past week:
- can start ordering today
- available for in-store pick up March 18, 2022
- iPhone SE will be huge
- MacBook Air and MacBook: with M2 chips later this year. Link here.
- The new iPhone SE: Yahoo!Finance technology editor. Nice review but got the target audience wrong. I don't know how "technology editors" can miss the simple things. But, yes, this, the iPhone SE, is going to be huge.
- TSMC 4-nm chips: Apple has booked the initial production capacity of 4nm chips with long-time supplier TSMC for its next-generation Apple silicon. Link here.
Chips: link here. Chips, semiconductor: link here.
TSMC 3nm chip: TSMC beings pilot production of 3nm chips, could be used in 2023 iPhones and Macs. Link here, December 2, 2021.
TSMC 4nm chip:
- almost two years ago: TSMC confirms evolutionary 4nm process node as it marches towards 3nm chip production;
- just a few months ago: Intel to adopt TSMC's 4nm node in 2022 as AMD shifts to 5nm by 4Q22;
- in the second half of 2023, TSMC’s 3nm node will reach production volume of 50-60K wafers per month. Consequently, the cutting-edge process will only start generating revenue for the Taiwanese foundry in the first quarter of 2023 (mass production begins in Q4 2022).
- in addition to Intel, Apple will also adopt the 4nm (N4) process in 2022 for its next generation of Bionic and M2 processors. All of TSMC’s other customers including AMD, Qualcomm, MediaTek, and NVIDIA will rely on the 5nm node till the end of 2023/early 2024. To keep clients happy, TSMC plans to introduce enhanced variant of its 3nm node “N3E” as it works to perfect its 2nm GAA process.
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The Comic Page
Opportunities in oil: all the news coming out of Washington (DC) suggests that the price of oil will keep melting up, interrupted by spikes in both directions. These actions are almost guaranteed to keep oil melting up:
- "transitory" inflation
- the Fed raising rates
- safe haven
- windfall profits tax
- releasing oil from the SPR
- US Energy Secretary's complete misunderstanding of energy
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First Things First At The End Of The Page
First group "financial / economic" indicators:
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