The following table lists companies Companies US has stake, and their stock performance
Category: Governance
What does book “Chip War” talk about?
The book “Chip War” has attracted great attention in the past two or three years. I personally think there are several reasons
Apple top three crises since its founding
This phenomenon is not the first time in Apple’s history, but it is the most serious one: Apple top three crises
Consequences of Index Fund and ETF Regulations and Restrictions
The original intention of the Index Fund and ETF Regulations and Restrictions is to limit the concentration of holdings, but the result is that the trends of market indexes and ETFs are almost linked to these few large-capitalization stocks. As long as these few large-capitalization stocks surge or plummet, these automated programmed transactions will be triggered, and huge amounts of buying and selling will occur simultaneously.
Why China monopolize rare earths supply? Top rare earths companies
International Energy Agency shows that China accounts for 61% of global rare earth mineral production, but controls 92% of global production at the processing stage. According to a 2025 report by the United States Geological Survey, the United States will rely on China for 70% of its rare earth compound and metal imports between 2020 and 2023.
“Titan: The Life of John D. Rockefeller, SR.”
The book of Titan, describe John D. Rockefeller, the Rockefeller family is still regarded as a model and object of imitation by many people in the fields of business, charity, wealth management, etc. in the United States and even the world. This shows the importance of Rockefeller.
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 does Booking, the lord of travel e-commerce, make money? Future Prospect Analysis
Booking.com is the only one listed as a “gatekeeper” in the travel and hotel booking market.
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.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.