Comments by "Frostie-Flake" (@PlanetFrosty) on "The TSMC First Half 2021 Mega-Review" video.

  1. Consumer sentiment fell off a cliff in the last three weeks being nearly the worst ever. Real Estate is the worst ever in US and some other markets. This is major deflationary pressure on the stock market. I wish everyone well in Taiwan. I don’t know how this will impact semiconductors.
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  2. I don’t think TSMC is dead money, but I think internal fights within the CCP are heating up make China increasingly unstable. My own info from inside SMIC is most curious and not the least bit as rosy as yours due to actions by party members and infighting regarding various funds. This seems to be a common theme in China’s semi industry as you pointed out previously. I actually have high ranking Security Forces connected to Semis leaking, curious. I’m watching various fished goods flows to get a better view.
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