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 valuation impact of diversity to listed companies

I have always emphasized in the book “The Rules of Super Growth Stocks Investingrowth Stock Investment Rules” that investors do not like all kinds of uncertainties. They like that revenue can be predicted, revenue and profits are easy to estimate, and it is best to have any listed company that has fairly stable growth. As … Continue reading “The valuation impact of diversity to listed companies”

The importance of the Chinese market: more than 10% of listed US companies, 14.98% of Taiwanese companies income come from China

Taiwan’s negative bias, ignore China‘s significant progress Taiwan’s media reports on China have always adopted a negative stand or starting point; often the same thing is clearly an achievement of China, and the title (sometimes even the content) is also described as negative. This is actually a pity, because we understand Chinese and know China … Continue reading “The importance of the Chinese market: more than 10% of listed US companies, 14.98% of Taiwanese companies income come from China”

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