Andy Lin's Long-term Stock Investment Blog
Andy Lin's US Growth Stocks Long-term Investment
In 1933, during the Great Depression, Congress passed the Glass-Steagall Act, prohibiting firms from providing both commercial and investment banking services.
The Morgan empire was thus split into two: the old Morgan Stanley and Morgan Bank. Morgan Bank later merged with Chase Bank to become today’s JPMorgan Chase.
Morris Chang refuted by Yeh, After Yeh Wan-an’s short article was published, many friends who participated in and were familiar with TSMC’s founding process called and even wrote to support my argument. This suggests that many people are dissatisfied with Morris Chang’s claim that the government was “reluctant” to invest in TSMC and believe it is unfair.
In 1984, Philips spun off its photolithography division and became ASML. Due to backward technology, the EUV lithography machine that Intel has developed for many years has not yet been launched, and it has been decided not to have an EUV lithography machine made by an American company.
The real founder of TSMC should be the Taiwanese government in the 1970s and 1980s, and several very visionary economic bureaucrats who came up with the idea; it was not Morris Chang.
In 2009, with Morris Chang’s approval, Shang-yi Chiang started the research and development of TSMC advanced packaging technology with an investment of US$100 million in equipment and a team of more than 400 engineers.
TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.
HPE was formerly the enterprise product division of HP. In November 2015, it was split from Hewlett-Packard, and the two companies became independent companies. The companies were listed separately.
Intel is spinning into five independent companies ultimately.
GE was founded in 1878 by Thomas Alva Edison, who invented the electric light and many other commodities. It is one of the few companies in the U.S. stock market that has been listed for more than a century. It can be said to be the pride of American industry and a symbol of comprehensive national strength.
Almost no Taiwanese have heard of Duan Yongping, but it is not an exaggeration to say that he is a household name in Chinese circles outside Taiwan, especially in the business and investment circles.
