Google’s search engine antitrust ruled out, Lessons learned from the three behemoths are not far away, history proves that most of them are in vail
Category: Governance
Arm and Qualcomm’s IP licensing lawsuit set to be settled
Because the intellectual property licensing lawsuit between Arm and Qualcomm involves too many aspects and has a great impact on the entire industry, industry insiders unanimously believe that the two parties will reach a settlement.
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.
How does Onto make money? Advanced packaging beneficiary
Advanced chip manufacturing processes will make packaging and testing more and more difficult than previous mature processes. Onto provides yield improvement tools for HBM necessary for advanced packaging and artificial intelligence chips.
Charlie Munger, a great investor worth remembering
Buffett said: “Because Munger… made me go from an orangutan to a human being, if I didn’t know him, I would be much poorer than I am now!” Buffett said in a statement on Charlie Munger’s death: “Without Charlie’s inspiration, wisdom and Without participation, Berkshire would not be where it is today.”
How does Micron make money? What investors should know?
Micron Technology is currently the only major manufacturer in the United States in the main semiconductor field of memory chips. It is extremely important to the United States.
Why Apple plummeted by Google antitrust ruled a monopoly?
From court document for Google antitrust, Taking 2022 as an example, Google will pay Apple more than 26 billion U.S. dollars. It cost $20 billion to buy the default search engine position in Safari browser.
Top five semiconductor equipment providers
In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
Will Intel go bankrupt?
Professionally speaking, it is impossible for Intel to go bankrupt. The reason is because of the existence of Microsoft. As long as Microsoft’s Windows exists, Intel cannot go bankrupt.
Supermicro, a repeat offender of scandals, valuation is not justified and unsustanable, no worth for long-term holding
Supermicro has absolutely no autonomy in its business, no moat, ultra-low profit margins, and has been involved in negative scandals “repeatedly”. Competitors are too powerful—it is not recommended to hold it.