Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission–to revitalize Japan’s semiconductor industry, which was once the world’s number one but was strangled by the United States.
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How does Lam Research, top chip equipment vendor, make money?
In terms of supplying equipment for semiconductor factory production, Lam Research is on par with Applied Materials. The two hold the core equipment for the production of all semiconductor factories in the world. Without equipment from either of them, semiconductor factories would be almost unable to produce.
Top five semiconductor equipment providers
In Q1 2024, the revenue of top five semiconductor equipment providers decreased by 9% year-on-year
How does Applied Materials, lord of semiconductor equipment, make money?
Applied Materials’ main products are wafer manufacturing related products, such as atomic layer deposition, physical vapor deposition, chemical vapor deposition, electroplating, etching, ion implantation, rapid heat treatment, chemical mechanical polishing, metrology and silicon wafer inspection, etc., and include supporting software, Quality inspection services are provided to operating customers, such as various semiconductor manufacturers in wafer fabs and screen factories.
Revisiting Nvidia: The Absolute Leader in Artificial Intelligence, Data Center, and Graphics
Nvidiacan be said to be the absolute leader in the hottest major technological fields of our time: artificial intelligence, data center, self-driving car, metaverse, cryptocurrency mining, and professional computer graphics.
The Second Anniversary Review: Top 10 read articles in Andy Lin’s blog
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.
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, However, the disadvantage of this technology is that the output is very low, and it cannot meet the needs of large-scale manufacturing of chips. It is only suitable for small-scale production and cannot meet the large-scale demand for chips in the market. It seems that it does not pose a threat to TSMC. Moore’s position is irreplaceable.
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?