Welcome back and glad to hear you fought back this nasty force of evil. Hoping the cancer stays away and you get back into writing more posts! Looking forward!
We badly need more semi analysts in these parts who are experienced as you are - so I hope you can find renewed meaning after this curveball life threw you. Just go at your own pace, we'll be listening and reading.
Really glad to hear you're in remision. The TSMC Arizona development is realy fasinating, especially with Nvidia chips being fabbed there now. The bamboo ladder analogy still holds up perfectly with the curret geopolitical tensions. Looking forward to your analysis on Taiwan's semiconductor positon as things continue to shift.
Welcome back and glad to hear you fought back this nasty force of evil. Hoping the cancer stays away and you get back into writing more posts! Looking forward!
Many thanks Vik for your support.
We badly need more semi analysts in these parts who are experienced as you are - so I hope you can find renewed meaning after this curveball life threw you. Just go at your own pace, we'll be listening and reading.
Really glad to hear you're in remision. The TSMC Arizona development is realy fasinating, especially with Nvidia chips being fabbed there now. The bamboo ladder analogy still holds up perfectly with the curret geopolitical tensions. Looking forward to your analysis on Taiwan's semiconductor positon as things continue to shift.
excellent news