What Did You Buy Today?

[ken-do-nim]

(05-03-2021, 06:53 PM)navyasw02 Wrote:

(05-02-2021, 09:15 PM)ken-do-nim Wrote: Hi all,

I hope May is a great month for us, but I think the market will be choppy until:
1) The Pfizer or Moderna vaccines prove they are effective against the new India double-mutation strain.  I think a lot of people are worried it's only a matter of time before what's happening in India spreads worldwide.
2) The extent of the chip shortage becomes clear.

I don't understand, if there's a chip shortage why does TSM keep dropping?

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Right now, right or wrong, the perception is that less chips are being delivered, hence concern over TSM's earnings.

Edit: Was just browsing the TSM conversation forums:

Yang
CEO said they could meet the basic chip demand as soon as in June.
Bullish

I hope that comes to pass and the situation turns around in June!