6 common wrong semiconductor investment myths

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.

Qualcomm diversifies success, no nonger highly dependend on phone

Why discuss Qualcomm? Qualcomm (ticker: QCOM) has a key position in the global technology industry, especially in the development of mobile phones in the past three decades, and it still does. This is the first factor. Another reason to discuss this company is more important, because in the past 4-5 years, this company has quietly … Continue reading “Qualcomm diversifies success, no nonger highly dependend on phone”

How AMD makes money? A rare case of turning defeat into victory

I mentioned Advanced Micro Devices (ticker: AMD) in my book “The Rules for Growth Investing”, sections 2-3, and sections 3-7. Why AMD can come back to life? I personally think that it is caused by multiple reasons, coupled with complex factors such as the industry trending, and this is the focus of this article. AMD’s … Continue reading “How AMD makes money? A rare case of turning defeat into victory”

The valuation influence of stock liquidity and stock split on listed companies

Liquidity of stocks in the market For a long time, Warren Buffett’s Berkshire company stock has been poorly rated (I didn’t write it wrong, no one should be surprised). One of the main reasons is the poor liquidity in the market, that is, very few people trade the stock. Although this is mainly caused by … Continue reading “The valuation influence of stock liquidity and stock split on listed companies”

What is Web3? What are the related companies?

What is Web3? Web 1.0 only provides user information in one direction, kind of Geocities. your basic message boards, things like that that you did in the early internet. During this period, static pages are more common, which are basically websites that cannot be truly interactive and do not need to be updated regularly. Web … Continue reading “What is Web3? What are the related companies?”

Why is no one happy to see nVidia acquisition of ARM?

I mentioned the analysis of this company in section 3-3 of the book “The Rules of Super Growth Stocks Investing”. The investors are very smart and have made a fair evaluation of this company. Let’s first look at the stock price performance of nVidia (ticker: NVDA) over the past five years-1,566.94%. Current progress In July … Continue reading “Why is no one happy to see nVidia acquisition of ARM?”

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”

What is the metaverse? any related companies?

Why did this term pop up suddenly? The term Metaverse comes from the 1992 science fiction novel “Snow Crash”, which describes that people in the metaverse will wear virtual reality (VR) headsets to interact in the virtual world. Mark Zuckerberg of Facebook held a large-scale robbery press conference with great fanfare to promote the metaverse; it … Continue reading “What is the metaverse? any related companies?”

Intel’s current difficult dilemma

At my book launch workshop get together a few days ago, lot of people concerned about the prospects of Intel (ticker: INTC). This is the second post of my opinions on Intel. Please go back and read the first post I wrote a few days ago. Article “How does Intel make money? and the benefits … Continue reading “Intel’s current difficult dilemma”

How does Intel make money? and the benefits to invest in it

A few days ago, I met with many friends at the new book launch meeting. The most I care about is the current situation of Intel (ticker: INTC) and the future prospects of the company. I plan to write two articles to express my views on Intel. This is the first one. The other post … Continue reading “How does Intel make money? and the benefits to invest in it”

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