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.
Category: Governance
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.
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.
Four chip companies account for one-third of S&P 500 gains so far this year
As of April 8, 2024, the four chip companies in the United States accounted for a staggering one-third of the increase in the S&P 500 Index.
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.
Satya Nadella brings Microsoft back to glory
Satya Nadella is the third CEO of Microsoft. He took over the job from the underperforming Steve Ballmer in 2014. His performance so far can only be described as impressive. To describe with admiration. Due to his highly recognized performance, Nadella also served as chairman of Microsoft on June 16, 2021.
Cryptocurrency ETFs drive surge in related companies
But the current situation has changed a lot. People in the financial industry, Wall Street, and most issuers themselves judge that the SEC is likely to approve the listing of multiple cryptocurrency ETFs at the same time before January 10, 2024.