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
We mentioned in the article “3rd gen semiconductor” that silicon carbide (SiC) is one of the two main protagonists of the third generation of semiconductors.
Wolfspeed, the upstar of 3rd gen semiconductor
Take Texas Instruments (aka TI, ticker: TXN) as an example; this company was founded earlier than Intel (ticker: INTC), for Intel, I suggest you refer to my previous blog post “How Does Intel Make Money? And the Benefits of Investing in It”
We mentioned in my blog post “3rd gen semiconductor” that gallium nitride (GaN) is one of the two main protagonists of third-generation semiconductors
U.S. stocks have rebounded a lot from the bottom of the bear market in June. Many investors believe that the worst time has passed; but the reality is not so optimistic. But there is another important point in this article — commercial-oriented companies are more resilient to recessions.
Zyvex and sub-nanometer
Querier to Annualized rate of return for Philadelphia Semiconductor Index (SOX), Philadelphia Semiconductor Index (SOX) represents Semiconductor stocks
Investors who want to seriously study TSMC must want to know how many wafer fabrication foundry (aka fabs) and assembly and testing house TSMC currently and in the future have? The information of this article is that I have spent some time until today, based on TSMC’s annual report, company website, and news reports in … Continue reading “How many fabs and houses does TSMC have currently and in the future?”
Gen 3 semiconductor are a very new field in terms of the entire “The lucrative semiconductor supply chain”.