Category: Semiconductor

Why is TSMC’s profit margin much greater than competitors?

Why is TSMC’s profit margin much greater than competitors?

The gap between China and US, is all China-made software and hardware possible?

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.

Yield rate comparison of SMIC, Rapidus, TSMC, Samsung, Intel’s advanced process

Comparison of advanced process yield rates between TSMC, Samsung and Intel: Numbers of advanced process yield rates Samsung’s advanced process yield rates are very poor and are not at the same level as TSMC. Perhaps we should say that TSMC is so good that it has brought the yield rate of advanced processes close to the yield rate of TSMC’s mature processes. This is a rare ability. Intel has never publicly announced its process yield.

Qualcomm diversifies success, no nonger highly dependend on phone

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

How AMD makes money? A rare case of turning defeat into victory

The stock price has risen from the lowest point of US$ 1.66 on September 28, 2015 (close to the threshold of delisting), and it has risen to US$ 137.5 at an alarming rate in only 6 years, which is an almost impossible task. Shares rose 148% in 2019, making it the biggest gainer for the year in the S&P 500 and Philadelphia Semiconductor Index, surging 21-fold in ten years. I mentioned AMD in my book of “The Rules of Super Growth Stocks Investing”

Japan is already a country of mediocrity, not as advanced as you think

In fact, many of these impressions of Japan being advanced that have long been imprinted in the minds of Taiwanese people are no longer true. Once the country we learn from is no longer a model for us to follow, and when its national power is declining, there are few Taiwanese people mentioned that this is actually very detrimental to Taiwan (when your master’s skills are no longer what they used to be).

Global semiconductor chip market in detail, big dominators and markets

Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.

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