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”

The P/E ratio of software companies is about twice that of hardware companies. What is the basis?

A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.” mentioned that the P/E ratio of software companies is about 20 times; I also said that the P/E ratio of software companies is about twice that of hardware … Continue reading “The P/E ratio of software companies is about twice that of hardware companies. What is the basis?”

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