Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
Category: Moats and competitive advantages
Identify good companies with corporate culture, how to do in overheated market?
If the company you are tracking “seems” to be similar to a well-known listed company’s corporate culture that can bring huge benefits to investors, you should at least give it an extra point in your mind.
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
Arm and Qualcomm’s IP licensing lawsuit set to be settled
Because the intellectual property licensing lawsuit between Arm and Qualcomm involves too many aspects and has a great impact on the entire industry, industry insiders unanimously believe that the two parties will reach a settlement.
ByteDance, TikTok’s parent comapny, the world’s most valuable unicorn
It is generally believed that Xing Wang of Meituan, Colin Huang of Pinduoduo, Yiming Zhang of ByteDance, the world’s most valuable unicorn, and Wei Cheng of Didi are the third generation of Chinese Internet entrepreneurs.
Why Apple plummeted by Google antitrust ruled a monopoly?
From court document for Google antitrust, Taking 2022 as an example, Google will pay Apple more than 26 billion U.S. dollars. It cost $20 billion to buy the default search engine position in Safari browser.
Qualcomm PC might bring it back to glory
In addition to Microsoft’s own Surface series, OEMs such as Asus, Acer, Dell, Lenovo, HP and Samsung have also released their own Windows 11 AI PCs based on Qualcomm PC platform, without exception they are all equipped with Snapdragon X Elite/X Plus chip series PC platform, this is the first time ever
Top vendors and uses of GPU
2006, Hinton and his student Simon Osindero published an important paper “A Fast Learning Algorithm for Deep Belief Nets” recommends using GPU to increase the speed of training neural networks.
Why China and Russia immune from global IT crash? Why does it happen? What is the impact?
A serious error in the CrowdStrike security software caused automatic updates to be pushed to computers and terminal devices using Microsoft Windows systems around the world, causing computers and terminal devices to crash. Global IT crash happen!