Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
Tag: GFS
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
TSMC gets emergingĀ and serious challenges
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
The rebirth and fall of 4 major technology stocks in 10 years
In this post, we’ll discuss the rebirth and fall of 4 technology stocks in 10 years.
How AMD makes money? A rare case of turning defeat into victory
The stock price has risen from the lowest point of US$ 1.66 on September 28, 2015 (close to the threshold of delisting), and it has risen to US$ 137.5 at an alarming rate in only 6 years, which is an almost impossible task. Shares rose 148% in 2019, making it the biggest gainer for the year in the S&P 500 and Philadelphia Semiconductor Index, surging 21-fold in ten years. I mentioned AMD in my book of “The Rules of Super Growth Stocks Investing”
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
