Dell is involved in almost all device products in the electronics industry, personal computers, servers, data storage devices, network switches, mobile phones, software, enterprise information services, printers and computer peripherals.
Tag: HPE
Supermicro valuation is not justified and unsustanable, no worth for long-term holding at current level
Supermicro has absolutely no autonomy in its business. It is a typical manufacturer that relies on others, that is, it can be choked by others at any time──Intel (ticker: INTC), Nvidia and AMD (ticker:AMD) If the three major chip manufacturers find a manufacturer with higher cooperation and lower assembly prices, they may be in trouble at any time.
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
Deep dive on Snowflake’s competitiveness
A few days ago, I had a post on Snowflake “What company is Snowflake owned by Buffett? Where is its value?”.
“The Power Law”, best book for Silicon Valley VC histry
What I want to talk about in this post is a just-published English book “The Power Law”.
The gap between China and US, is all China-made software and hardware possible?
The technology gap between China and US, On 5/6/2022, there was a news report that Beijing ordered central government agencies, state-owned enterprises and government-related enterprises or institutions to replace the currently used foreign brand computers with domestic equipment.
How does HP make money? The pros and cons of investing in HP
HP is an important and good company, but not a good stock?
Global semiconductor chip market in detail, big dominators and markets
Mastering the flow of products and market conditions is the fastest way to understand the industry. The semiconductor wafer industry is no different.
Quantum computing current progress and related stocks
Quantum computing current progress
