TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
How does Autodesk make money? Why is the stock price so amazing? I used Autodesk (ADSK) and Adobe (ADBE) as examples when explaining corporate moats in subsections 2-3 of the book “The Rules of Super Growth Stocks Investing”. About Adobe, you can refer to my two blog articles:
How does Apple make money? 2021 Performance by division and region, Divisional performance in 2021
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
Chinese stocks is not a wise choice, I have previously written two articles on the theme of China concept stocks: “The biggest risk to hold Chinese stocks, taking Alibaba and Tencent as examples”, and “Why do many Chinese companies want to be US listed?”.
Qualcomm diversifies success, no nonger highly dependend on phone, Qualcomm (ticker: QCOM) has a key position in the global technology industry, especially in the development of mobile phones in the past three decades
Why did Sea’s share price drop 70% in three months?
The importance of the China market: more than 10% of listed US companies, 14.98% of Taiwanese companies income come from China