Nick, I completely agree with you! Semi conductor industry is good but they are too dependent on Taiwan and TSMC specifically. TSMC is moving to China, so moving forward I think their Taiwan subsidiary performance will not be so good. I think I will take some profit at this level
Stock: [FRONTKN]: FRONTKEN CORPORATION BHD
2017-01-04 16:41 | Report Abuse
Nick, I completely agree with you! Semi conductor industry is good but they are too dependent on Taiwan and TSMC specifically. TSMC is moving to China, so moving forward I think their Taiwan subsidiary performance will not be so good. I think I will take some profit at this level