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investment site. Do not make any investment, financial, job, career,
travel, or relationship decisions based on what you read here or think
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Disruptive:
- EVs: link here. Scorecard.
- Chips: link here. Chips, semiconductor: link here.
- Pay: link here.
- COP26: coal is the transitional fuel.
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.
TSMC: sees demand spike for automobile chips thanks to Nvidia, Qualcomm, Intel, Tesla.
- orders for automotive electronics chips accelerating at a faster-than-expected pace;
- TSMC: likely to benefit from several chip design companies;
- it appears we add Tesla (TSLA) to the "chip design" category
- TSMC: 90% share of the 7nm / 5nm foundry process segment
- TSMC: largest beneficiary of IDM: integrated device manufacturers stepping up their outsourcing of automotive MCUs (microcontroller units) and other chips to pure-play foundries
- TSMC: 70% of the total automotive chip orders placed by IDMs
- major IDMs have outsourced 15% of their automotive chip production; the proportion is poised to grow
- more at the link;
Apple subscription service: two links to same story from yesterday --
Pat on back, LOL: I first alerted readers to the possibility of an Apple subscription plan back in January, 2021, more than a year ago. Link here.
A bigger MacBoook Air? Link here.
Hotel rooms TVs: Apple TV+ and Philiips MediaSuite hospitality team up. Link here.
APPL: the bull case on Apple -- 70% higher from here -- Evercore ISI.
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.
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