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.
Category: Governance
“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.
Why was ASML founded?
In 1984, Philips spun off its photolithography division and became ASML. Due to backward technology, the EUV lithography machine that Intel has developed for many years has not yet been launched, and it has been decided not to have an EUV lithography machine made by an American company.
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
Will Google’s search engine antitrust ruled out has big impact on Alphabet?
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
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.