This is all crazy. How did it happen ? OK let me explain.

The supply of chips is basically gone. It all started with TSMC.

For you guys who are not in the business. They are a company in Taiwan.

They are sort of the king of chips. They take the designs of firms who design and manufacture semiconductors and deliver the finished chips.

They are the largest manufacturer of chips in the world. When they have a problem the planet has a problem.

And guess what we have a problem. Chapter 1Let me introduce myself.

My name is Lenny. I am a guy who makes deals.

I gravitate around the chip industry. Hey like the man said it's because that is where the money is.

And there is an incredible amount of mollah in this industry. It's the engine that makes the earth travel around the Sun.

Well not exactly but you get my point. A few weeks ago someone hit the main headquarters of TSMC in Taiwan.

My guess is the Russkies had something to do with it. More to the point the FSB.

But hey I don't have any proof it just seems logical to me. In my dealings with people I get a feeling for stuff and that is how I suspect things have played out.

OK this is a bit complicated so give me a few minutes of your time. I think you will be as fascinated as yours truly when you get more facts.

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