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Trump blocks Broadcom merger with Qualcomm

Semiconductors HEADS UP

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#1 SemiBizz

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Posted 12 March 2018 - 06:12 PM

Trump blocks Broadcom merger with Qualcomm


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#2 SemiBizz

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Posted 12 March 2018 - 06:31 PM

Yep, that's where this trade war is going now...

Semiconductors and Intellectual Property.

Trump just woke everyone up this afternoon...

 

 

No wonder the SOX Index is blazing new highs !

 

ABC Up on Nasdaq Comp?

 

Seen that?  7800

 

Guess what that is too...

 

1.50X of March 2000 Nasdaq High...

 

5200 ish.


Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics


#3 SemiBizz

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Posted 13 March 2018 - 07:36 AM

200 Nasdaq points is just not that far away...

 

NQ Futures up 30 on CPI report...


Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics


#4 Data

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Posted 13 March 2018 - 09:27 AM

There is a lot of demand from the build out of semiconductor design and fabrication capacity in China.   They currently import nearly 200 billion dollars of chips each year.  They also want control over chips where foreign competitors are embedding surveillance monitors and kill switches.  The US government has been crying foul over their drive by 2025 to design all chips internally.


Edited by Data, 13 March 2018 - 09:28 AM.


#5 Data

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Posted 13 March 2018 - 05:52 PM

Trump is going after China's chip, telecom, and consumer electronics

 

https://www.reuters....s-idUSKCN1GP2X8



#6 SemiBizz

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Posted 13 March 2018 - 05:59 PM

Yep and that was the signal yesterday on the QCOM deal...

 

It will be the focal point of the trade war, not this silly steel and aluminum theme...


Price and Volume Forensics Specialist

Richard Wyckoff - "Whenever you find hope or fear warping judgment, close out your position"

Volume is the only vote that matters... the ultimate sentiment poll.

http://twitter.com/VolumeDynamics