meelezer111 schreef op 4 maart 2021 09:54:
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Mooie reactie. Ik merk op dat Intel inderdaad nu problemen heeft (met patenten nu) , maar ook heel goede plannen heeft voor de toekomst. Niettemin is de kw van Intel nog nooit boven de helft geweest van die van het huidige ASMI (misschien wel in 2000 met de dotcom hype). Verder ben ik nog van vroeger, de huidige waarderingen zijn in mijn ogen extreem.
Had je trouwens gelezen over het watertekort in Taiwan? En de bedreiging voor de chips daardoor?
TSMC needs 156,000 tons of water a day!!!
CHENG TING-FANG and LAULY LI, Nikkei staff writers
February 25, 2021 11:41 JST
TAIPEI -- Taiwan's tech manufacturers fear their output is under threat from the island's worst drought in decades, risking more turmoil for global supply chains already strained by shortages of semiconductors and other key components.
Taiwan's government will on Thursday further tighten water use in several cities that are home to a cluster of important manufacturers. Plants in Taoyuan, Taichung, Hsinchu and Miaoli will have to cut consumption by up to 11%, on top of a 7% cut requested last month.
Manufacturers in the cities of Chiayi and Tainan -- where Taiwan Semiconductor Manufacturing Company, the world's biggest contract chipmaker, builds iPhone processors -- will be asked to reduce water use by 7% from Thursday.