Wolfspeed, the upstar of gen 3 semiconductor

Wolfspeed is the world’s largest silicon carbide substrate factory, and its patent strength in silicon carbide substrates and crystallization is far ahead. Its global silicon carbide substrate market share in 2021 is estimated by TrendForce to be as high as 62%.

How does Texas Instruments make money? Amazing long term capital reward and company net profit margin!

Take Texas Instruments (aka TI, ticker: TXN) as an example; this company was founded earlier than Intel (ticker: INTC), for Intel, I suggest you refer to my previous blog post “How Does Intel Make Money? And the Benefits of Investing in It”

“The Power Law”, best book for Silicon Valley VC histry

Book “The Power Law” you should read this book if you want to have a deep understanding of the technology industry in the United States and the venture capital industry. This book can be said to be the most complete, clear, and easy-to-read book I ever read in this area.

The lucrative semiconductor supply chain

The lucrative semiconductor supply chain

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