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Re: yanquitrader post# 66347

Friday, 05/07/2021 11:51:25 AM

Friday, May 07, 2021 11:51:25 AM

Post# of 188300
Let me say this, most of my other - non chip - investments are all in someway affected by Covid. Delays are common place. The semi conductor industry is positively affected with demand outstripping supply. This is the industry Lightwave likes to enter with its innovative polymer modulators. I could imagine that this has an impact on priorities and may cause delays in execution. By the way TSMC announced that their supply backlog to the EV sector will be resolved by June!
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