In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
Category: Geopolitics
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.
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
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.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.
Current developments in Nuclear Energy and related companies
as extreme weather rages and countries actively promote the transformation of clean energy, nuclear energy is not affected by weather conditions compared to solar or wind power, so it has once again become a popular option for power supply.
The reasons for Nvidia’s monopoly and the challenges it faces
Nvidia will continue to focus on the field of artificial intelligence chips
The evil US, How did Japan, Alstom, Toshiba, HTC and Taiwan’s panel industry collapse ?
US basically does not allow any country in the world to lead it. It only allows US to set fires, but does not allow others to light lamps.
Why are only US stocks the most valuable for long-term investment?
The factors that many investors worry about listed in this article will not cause too much harm to the long-term investment value of US stocks.
Will Sino-US confrontation, de-globalization, and de-dollarization affect the long-term investment value of US stocks?
Sino-US confrontation will not hurt U.S. stocks too much.
