Just had a call from a friend in Taipei, he's a semiconductor guy, told me all the fabs are down that he has spoke to. Will be days if not weeks/months before they all come back online. $TSMC $NVDA $AMD $UMC $INTC
@CDMCapital If it’s days for them to come back online, 👏 If it’s week, 👏 If it’s months, man, innovation has essentially stopped for a while
@CDMCapital Ok bro. @dnystedt is in Taiwan
@CDMCapital Ok bro. @dnystedt is in Taiwan
@CDMCapital I guess you haven’t covered yet 🩳🔥
@CDMCapital @DebraG_Robins @TinInvestor @JeffSawick it's so over AGAIN!
@CDMCapital That is SOP though. Not the first time they shut for a shaker. They are designed for this. The thing to look out for is infrastructure issues that may hamper workers or exports. The actual fabs will be online in 1-3 weeks.