Middle East Issues as Trump does his best to make issue complex with his lack of knowledge . . . Impact to Asia of the Middle East Oil Shortage – Angry Bear On higher-end manufacturing and with helium, being a gas byproduct used for semiconductors, the stress levels increase. Qatar, which normally produces nearly one third ​of […]

More semiconductor news. Leading off, TSMC plant delays in Arizona are disappearing. In spite of earlier delays, the Arizona TSMC plant is now expected to be operational by end of 2024. Pilot Production to prove the manufacturing process will start mid-April 2024. Three months earlier, TSMC announced further delays at its $40 billion Arizona fab. […]

Biden is at it again. This time with Intel in AZ. With all the issues with passing a budget since earlier last year, I wonder how Biden and the Dems got this out of Congress. Must be some pretty good pork involved with these programs to get approvals. Companies are kicking in $240 billion in […]