The better you know the facts, and the more facts you know, the better you do as an investor.
Category: Investor Homework
Memory is an edge to investment success
The quality of memory is also a part of an investor’s circle of competence.
“Die Kunst des klaren Denkens”
The book “Die Kunst des klaren Denkens” topped the Der Spiegel bestseller list for a long time as soon as it was published in Germany.
In the crowd, it’s impossible to think independently or keep sane
The crowd, groups of people, when clustered together, have a collective unconsciousness
Statistics can be deceiving
The most serious and most capable of changing statistical results is preconceived ideas “Shoot before set target”────because statistics and market surveys belong to more fields of non-science, and the mathematics and statistics involved in the middle are just tools . It is people who report and interpret in the end; as long as there are people, there will be prejudice.
Why was ASML founded?
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.
How was TSMC originally founded? Not by Morris Chang
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.
TSMC Advanced Packaging Evolution History
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.
The crowd tend to lose their judgment and get lost
People get lost in market: Seeing is believing NOT exist in market, Markets are not rational, Academic hypothesis not refect the fact.
TSMC is becoming the lord of semiconductor packaging, in addition to foundry
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.