YNWIM
2022-10-25

$TSM CEO just issues a letter to all employees to take more vacation and spend more time with family except 3nm process and 2nm R&D. Chip recession is coming.

$50 incoming… Why is this negative when everything semi is positive.

$Taiwan Semiconductor Manufacturing(TSM)$

Is chip slump much worse than expected?
Advanced Micro Devices provided 3rd-quarter revenue estimates that were about a billion dollars less than previously forecast... Its shares dropped nearly 14%, dragging down shares of Nvidia and Intel by over 8% and 5% respectively. Is the chip slump much worse than expected? How much will semi stocks continue to fall?
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