ivan_vy I guess the USA didn't think at all on all the ramifications the war might cause or tracked all the supply chains. The new order might be more beneficial to other state actors than the US, China could be the next tech king just by merely scale. Reply
S58_is_the_goat ivan_vy said: China could be the next tech king just by merely scale. Not if you suffocate them of euv machines. Reply
physics2010 Seems like there are some benefits to global reliance on each other. Tremendous downsides to randomly attacking with no plan or understanding of the impact. Reply
SkyBill40 ivan_vy said: I guess the USA didn't think at all on all the ramifications the war might cause or tracked all the supply chains. The new order might be more beneficial to other state actors than the US, China could be the next tech king just by merely scale. Given how interconnected the economy is globally, yeah, it's clear that considerations weren't made as necessary. This doesn't just hurt us though; this hurts everyone. Reply
artk2219 ivan_vy said: I guess the USA didn't think at all on all the ramifications the war might cause or tracked all the supply chains. The new order might be more beneficial to other state actors than the US, China could be the next tech king just by merely scale. Correct. It's what happens when we put people that don't listen or take a moment to think things through in to power, idiots in short. Stupid people will tend to do stupid things. Reply
PEnns "Don't bother me with such minutiae and consequences about electronics mumbo jumbo…..just bomb them,. Wake me up from my after-golf nap when you're done". Reply
mazitron1 PCBs or a islamic state with a nuclear weapon. I choose life without PCBs. Reply
King_V mazitron1 said: PCBs or a islamic state with a nuclear weapon. I choose life without PCBs. So lovely that you joined less than an hour ago to post this, but it's also woefully wrong. Iran wasn't in any position to develop a nuclear weapon. This was not only stated by the US's intelligence, but also by the very person, albeit 6 months ago, who made this decision to start a war. Also, honestly, good luck with life without PCBs, person who has posted to a tech-based site on the Internet. Reply
artk2219 mazitron1 said: PCBs or a islamic state with a nuclear weapon. I choose life without PCBs. Remember that if you or a loved one cant get a medical scan for something in the future because a machine is broken, and there is a back order on any of the many critical components that are made on PCB's. Or when you cant get your car fixed for the same reason, when your AC breaks and you need a new thermostat or controller, when you need something as simple as a key fob, or as complex as a new phone. When things cant get delivered to stores, gas stations, your house, your business, (take your pick) because something in the supply chain broke, and there are no spares available. When you interact with any number of the thousands of devices and services that you work with on a daily basis, that in some form or another, rely on a PCB, you incredibly gifted individual. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/complex-that-supplies-70-percent-of-global-critical-pcb-base-targeted-in-iranian-strike-attack-could-fracture-the-already-disrupted-electronics-supply-chain#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.