6 common wrong semiconductor investment myths

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

HP is an important and good company, but not a good stock?

There is a saying that there are good companies in this world, but the stocks of good companies are not necessarily good stocks. If you can make money for investors as a criterion; HP (ticker: HPQ) should be one, at least in the past two decades and now. Most people think so. There should be … Continue reading “HP is an important and good company, but not a good stock?”

Global semiconductor chip market in detail

Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different. How big is the market In 2020, China imports about three-quarters of the world’s chips, exceeding US$300 billion, and its self-sufficiency rate is about 15.9% (IC Insight data). According to the China … Continue reading “Global semiconductor chip market in detail”

How does Intel make money? and the benefits to invest in it

A few days ago, I met with many friends at the new book launch meeting. The most I care about is the current situation of Intel (ticker: INTC) and the future prospects of the company. I plan to write two articles to express my views on Intel. This is the first one. The other post … Continue reading “How does Intel make money? and the benefits to invest in it”

The lucrative semiconductor industry

I thought for a long time and wanted to write some articles about investment in the semiconductor industry, because this is really an important industry to all people no matter you are an investor or not. Considering many factors, I will write this summary today, and then I will write about other semiconductor sub-industries later. … Continue reading “The lucrative semiconductor industry”

You should know the company Square (rebraned to Block)

Company name changed to Block In November 2021, the company name was changed to Block from Square, but the stock trading code was still SQ, and there was no change; the Square trademark will be used by the Seller department afterward. Few people in Taiwan know about this company Due to the long-term stagnation of … Continue reading “You should know the company Square (rebraned to Block)”

Jack Dorsey, a fanatical supporter of Bitcoin

Compared with frequent utterances, nonsense, repetitive words, no social responsibility, several official warnings issued by the SEC, almost lost the executive position, only used the popularity to smash the fields of various mainstream technologies, obviously used the hype of bitcoin boom, harvesting the majority of cryptocurrency netizens as leeks; Elon Musk, the CEO of Tesla … Continue reading “Jack Dorsey, a fanatical supporter of Bitcoin”

The P/E ratio of software companies is about twice that of hardware companies. What is the basis?

A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.” mentioned that the P/E ratio of software companies is about 20 times; I also said that the P/E ratio of software companies is about twice that of hardware … Continue reading “The P/E ratio of software companies is about twice that of hardware companies. What is the basis?”

nVidia is changing the gaming rules

Amazing performance in the past 5 years I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”. The investors are very smart and have made a fair evaluation of this company. Let’s first look at the stock price performance of nVidia (ticker: NVDA) over the … Continue reading “nVidia is changing the gaming rules”

The failed Taiwan software industry policy

Perhaps I should change the title to “Taiwan has not had an effective science and technology industry policy for 40 years” After I published another blog post, “South Korea’s emerging technology giant“, I asked myself, “How many Taiwanese know that our indispensable communication software Line and games most Taiwanese are playing are from South Korea?” … Continue reading “The failed Taiwan software industry policy”

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