$Semiconductors Bear 3X Shares(SOXS)$ $Taiwan Semiconductor Manufacturing(TSM)$
this time gonna impact whole supply chain regardless of $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Intel(INTC)$ all rely on tsmc's capacity
this halt gonna cause massive disruptions opportunity knocks
Will Semi Firms be Impacted by Supply Chain Problems?
A magnitude 7.4 earthquake struck eastern Taiwan, triggering a tsunami warning. During the January earthquake in Japan, semiconductor companies were forced to halt operations. The earthquake could disrupt TSMC's operations, thus impacting the semiconductor supply chain.
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Will semiconductor firms be impacted by supply chain disruptions?
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Comments
Once they report actual losses, SOX might take a cut. If interest rates don't go up soon, the entire market risk a major correction in due time