Category: Semiconductor

Wolfspeed, the upstar of gen 3 semiconductor

Wolfspeed is the world’s largest silicon carbide substrate factory, and its patent strength in silicon carbide substrates and crystallization is far ahead. Its global silicon carbide substrate market share in 2021 is estimated by TrendForce to be as high as 62%.

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”

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.

Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?

Zyvex and sub-nanometer, However, the disadvantage of this technology is that the output is very low, and it cannot meet the needs of large-scale manufacturing of chips. It is only suitable for small-scale production and cannot meet the large-scale demand for chips in the market. It seems that it does not pose a threat to TSMC. Moore’s position is irreplaceable.

How many fabs and houses does TSMC have currently and in the future? Detail in the tables

TSMC’s investors must want to know how many fab (including wafer foundry and package house) TSMC currently and in the future have? Since there are more than tens of thousands of people readers following this article from around the world, I will update this post as often as possible.

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