Today is the second anniversary of my blog. After writing for two years, I have received many unexpected gains and the support of many friends.
Tag: ASML
The TSMC cost, sell price, and R&D cost of chip foundry
This post will discuss the semiconductor industry and the cost, sell price, and R&D cost of chip foundry that most Taiwan stock investors are concerned about
Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?
Zyvex and sub-nanometer
There are indeed monopoly in this world
There are indeed monopoly in this world, Buffett said that a moat is the competitiveness of a business economy. Most companies have many competitors because a profitable industry attracts competitors to join in for a piece of the pie.
Why is TSMC’s profit margin much greater than competitors?
Why is TSMC’s profit margin much greater than competitors?
ASML, who dominate TSMC’s fate
ASML, who really caught TSMC’s neck
The lucrative semiconductor supply chain
The lucrative semiconductor supply chain
Two long-term threats to TSMC: US and SMIC
Two long-term threats to TSMC
The disadvantages of retail investors
disadvantages of retail investors, In the previous blog article “The advantages of retail investors”, after receiving a lot of feedback from readers, this article is going to fulfill my previous promise–compared with institutional investors,
