US Taiwan stock comparison, both are currently at all-time highs. On September 22nd, US stocks hit new all-time highs, with the S&P 500 closing at 6,693.75, the Dow Jones Industrial Average at 46,381.54, and the Nasdaq at 22,788.976, all achieving new intraday highs and record closes.
Category: Global Stock Markets
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Akeso’s Ivonescimab performed better than world best selling drug Keytruda in treating patients with advanced lung cancer.
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How important is semiconductor industry to Taiwan?
Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
The key points of Andy Lin investment style
If you are the read of my two books and my blog, should be familiar with the five Andy Lin investment styles that I have repeatedly advocated: US stocks only, Long-term investment, Growth stocks preferred, Concentrated investment, Invest within my circle of competence.
Chinese AI progress and top companies
Chinese AI is not just DeepSeek. Nearly half of the world’s top AI researchers come from China, and only 18% come from the United States. China owns 65% of the world’s artificial intelligence patents.
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States