This post will discuss the semiconductor industry and the cost, sell price, and R&D cost of chip foundry that most Taiwan stock investors are concerned about
Major artificial intelligence companies in US stocks market
Generative artificial intelligence, Barriers to Entry Are Too High
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
Why are commodity less valuable long-term investments?
Commodity is less valuable long-term investment target.
TSMC gets emerging and serious challenges
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
The hot gen 3 silicon carbide (SiC)
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 gen 3 semiconductor
Wolfspeed, the upstar of 3rd gen semiconductor
How does Texas Instruments make money? Amazing long term capital reward and company net profit margin!
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”
Gen 3 semiconductor gallium nitride (GaN)
We mentioned in my blog post “3rd gen semiconductor” that gallium nitride (GaN) is one of the two main protagonists of third-generation semiconductors
Commercial-oriented firms perform better in recessions
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.