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Stock impact report

The "D'oh" Moment In Micro-Chips [zero hedge]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: zero hedge
The "D'oh" Moment In Micro-Chips Authored by Bill Blain via MorningPorridge.com, “Kids, you tried your best and failed miserably. The lesson is, never try..” Forget fears of rising interest rates – the big threat is how the global economy will cope with supply chain bottlenecks and the coming commodities supercycle. These will create all kinds of friction. The West is particularly vulnerable to microchip supply instability – which could take years to resolve. There is an enormous difference between savouring a “Eureka” experience when one gains a realisation of how the universe works, and a “ D’oh ” moment when something so blindly obvious finally becomes clear – hitting one between the eyes like the swing of the proverbial sledgehammer. Yesterday was one of my “ D’oh ” moments when the criticality of global chip supply was nailed to my forehead by my colleagues in Shard’s asset management business. The importance of semiconductor Foundries has gone to the top of my “D’oh” list of her Show less Read more
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