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Search results

  1. H

    210 Billion Lost, Semis Massive Leverage, TSM a Trillion-dollar Market Cap?

    Shortages exist in pockets of many of the industries I track for clients, and it seems to me semiconductors are an easy "target" to blame. I've seen shortages in appliances, liquor, instrumentation, auto windscreens, heavy equipment, building materials, etc., with most blamed on semiconductors...
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