2 new AI supply chain related semi news out of China:
芯联 launched 3300V SiC MOSFET on 8-inch SiC Platform designed for Solid State Transformer applications. Now, it has full 650-3000V coverage on 8-inch platform.
Huahong's40nm ULP platform has reached stable production in Wuxi platform. Used for various AIoT applications & complement its existing 40/55nm portfolio in BCD, embedded memory & MCUs. A lot of edge AI demand needs to supported.
MY FATHER SPENT 32 YEARS STUDYING MARKETS AND LEFT ME 12 RULES
Most people learn these the expensive way
Price falls 5% → Hold
Price falls 15% → Buy 10%
Price falls 25% → Buy 20%
Price falls 40% → Buy 30%
Price falls 60% → Buy 40%
Price rises 5% → Hold
Price rises 20% → Hold
Price rises 25% → Sell 10%
Price rises 40% → Sell 20%
Price rises 50% → Sell 35%
Price rises 70% → Sell 40%
Price rises 100% → Sell 90%
Always keep 10% as a moonbag
Never go all in, never go all out
Simple framework, almost nobody follows it
Follow me - the people who do tend not to regret it