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.
Category: Global Stock Markets
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
2024 global stock markets return by country
A table to list of annual returns of global stock markets in 2024. The accuracy of the number is not guaranteed.
ByteDance, TikTok’s parent comapny, the world’s most valuable unicorn
It is generally believed that Xing Wang of Meituan, Colin Huang of Pinduoduo, Yiming Zhang of ByteDance, the world’s most valuable unicorn, and Wei Cheng of Didi are the third generation of Chinese Internet entrepreneurs.
What company is Nubank owned by Buffett? How it makes money and its advantages?
If Nubank meets all conditions, the company continues to operate smoothly, and the overall environment in Latin America improves, perhaps Nubank “has a chance (but it may not happen)” to become Latin America’s version of Block (formerly known as Square, ticker: XYZ) Or the potential of PayPal (ticker: PYPL ).
What’s TSMC DCF intrinsic value?How to calculate it quickly with a free tool?
use the discounted cash flow method to estimate, What’s TSMC DCF intrinsic value?
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.