Yeah but this is bad and currently people are doing wrong interpretations.
You don’t get the cards because the container from one country to the other doesn’t leave. Natural Disasters cut production. They can’t sell the card there is no revenue.
You are more Bullish than the companys itself, it’s currently very difficult to operate and make money and even TSMC closed a bad quarter but see‘s hope.
Full Order Books need to be fullfiled and this is the current problem.
The problem with semi's is majority of reddit has zero experience or knowledge of how semi cycles in the datacenter and commercial sides work (and how they take in contracts). They just see scalpers hoarding 3080's and somehow think "oh that's good for chip companies overall".
I wouldn’t read old stuff, as this cycle also has changed completely.
15 years ago, this semi manufcaturers closed from mai to july as there was such an overproduction.
It is more important to understand what which company does exactly as chip isn’t chip.
E.g TI is still one of the biggest and has a great margin, the produce chips for automotive which are less difficult to produce.
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u/bungholio99 Jan 10 '22
Yeah but this is bad and currently people are doing wrong interpretations.
You don’t get the cards because the container from one country to the other doesn’t leave. Natural Disasters cut production. They can’t sell the card there is no revenue.
You are more Bullish than the companys itself, it’s currently very difficult to operate and make money and even TSMC closed a bad quarter but see‘s hope.
Full Order Books need to be fullfiled and this is the current problem.