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.
Category: Operation and Business
Hidden Concerns Beneath the AI Frenzy
AI frenzy has been there for more than 3 years, however, there are lots of hidden concerns beneath the AI frenzy.
Apple’s Crisis Part 2: Apple’s AI is seriously lagging behind
For Apple’s AI is seriously lagging behind, challenge lies in seamlessly integrating AI features or acquired technologies into all of Apple’s products and user interfaces, leveraging Apple’s traditional strengths and demonstrating the powerful value of the Apple ecosystem—this is the sole key to Apple’s resurgence.
Apple’s Crisis Part 1: Apple Tariff Crisis Management Strategy Offers a Lesson for Business
Wall Street has given high praise to Apple’s strategy and the meticulous process used to handle the Apple Tariff Crisis, as well as the final results achieved.
Apple top three crises since its founding
This phenomenon is not the first time in Apple’s history, but it is the most serious one: Apple top three crises
How much stock-based compensation company paid?
Meta paid out $41 billion in compensation in 2024; 40% of that was in the form of stock-based compensation. Alphabet’s stock-based compensation was at 35% in 2024.
“The Fog of War”
“The fog of war” has a very high status in the American documentary, political, defense, cultural, and historical circles. Almost all contemporary American celebrities include this documentary in their list of documentaries recommended.
How Buffett decide on CEOs?
In Buffett’s 2024 Berkshire Hathaway shareholder letter, I will now quote directly (in italics) some of the considerations he personally believes are important how buffett decide on CEOs?
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
165 billions investment proved TSMC moat and competitiveness is fragile
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.