Generative artificial intelligence, Barriers to Entry Are Too High
Data center, a rapidly growing semiconductor field
A data center is not a chip, it is a suit of solution.
TSMC gets emerging 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
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”
Commercial-oriented firms perform better in recessions
U.S. stocks have rebounded a lot from the bottom of the bear market in June. Many investors believe that the worst time has passed; but the reality is not so optimistic. But there is another important point in this article — commercial-oriented companies are more resilient to recessions.
Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?
Zyvex and sub-nanometer
There are indeed monopoly in this world
There are indeed monopoly in this world, Buffett said that a moat is the competitiveness of a business economy. Most companies have many competitors because a profitable industry attracts competitors to join in for a piece of the pie.
Investing is not voting
Investing is not voting, mentioned the phrase “investing is not voting” in three places in my book “The Rules of Super Growth Stocks Investing”: 1-5, 5-4, and postscript.
How does TSMC make money?
How TSMC Makes Money, Business, Customers, Important Statistics
The Power Law
What I want to talk about in this post is a just-published English book “The Power Law”.