6 common wrong semiconductor investment myths

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

HP is an important and good company, but not a good stock?

There is a saying that there are good companies in this world, but the stocks of good companies are not necessarily good stocks. If you can make money for investors as a criterion; HP (ticker: HPQ) should be one, at least in the past two decades and now. Most people think so. There should be … Continue reading “HP is an important and good company, but not a good stock?”

Why is no one happy to see nVidia acquisition of ARM?

I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”. The investors are very smart and have made a fair evaluation of this company. Let’s first look at the stock price performance of nVidia (ticker: NVDA) over the past five years-1,566.94%. Current progress In July … Continue reading “Why is no one happy to see nVidia acquisition of ARM?”

Global semiconductor chip market in detail

Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different. How big is the market In 2020, China imports about three-quarters of the world’s chips, exceeding US$300 billion, and its self-sufficiency rate is about 15.9% (IC Insight data). According to the China … Continue reading “Global semiconductor chip market in detail”

What is the metaverse? any related companies?

Why did this term pop up suddenly? The term Metaverse comes from the 1992 science fiction novel “Snow Crash”, which describes that people in the metaverse will wear virtual reality (VR) headsets to interact in the virtual world. Mark Zuckerberg of Facebook held a large-scale robbery press conference with great fanfare to promote the metaverse; it … Continue reading “What is the metaverse? any related companies?”

How does Intel make money? and the benefits to invest in it

How does Intel make money? and the benefits to invest in it

How does Intel make money? and the benefits to invest in it

U.S. stocks’ dividend-rich industries and difference from Taiwan

Several big dividend industries Listed large companies in the following industries, with few exceptions, will pay dividends, and the yield rate is significantly higher than that of other industries: Telecommunications: Telecommunications companies are protected by regulations and licenses, and are rich in cash. They usually distribute dividends that are higher than the market yield. Public … Continue reading “U.S. stocks’ dividend-rich industries and difference from Taiwan”

The lucrative semiconductor supply chain

The lucrative semiconductor supply chain

The lucrative semiconductor supply chain

Significant changes in Broadcom’s business approach

A Singapore company failed to acquire Qualcomm In 2018, Broadcom (ticker: AVGO) originally wanted to acquire Qualcomm (ticker: QCOM), but was blocked by Trump because Broadcom was not a U.S. based company. Even if it later moved its headquarters from Singapore to the U.S., it still failed. The U.S. censorship broke the game. This incident … Continue reading “Significant changes in Broadcom’s business approach”

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