Andy Lin's Blog

Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade

Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond

The evil US, How did Japan, Alstom, Toshiba, HTC and Taiwan’s panel industry collapse ?

US basically does not allow any country in the world to lead it. It only allows US to set fires, but does not allow others to light lamps.

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

Zyvex and sub-nanometer semiconductor processes, will Zyvex threat TSMC?

Zyvex and sub-nanometer

Yield rate comparison of TSMC, Samsung, Intel’s advanced process

Comparison of advanced process yield rates between TSMC, Samsung and Intel: Numbers of advanced process yield rates Samsung’s advanced process yield rates are very poor and are not at the same level as TSMC. Perhaps we should say that TSMC is so good that it has brought the yield rate of advanced processes close to the yield rate of TSMC’s mature processes. This is a rare ability. Intel has never publicly announced its process yield.

Qualcomm diversifies success, no nonger highly dependend on phone

Qualcomm diversifies success, no nonger highly dependend on phone, Qualcomm (ticker: QCOM) has a key position in the global technology industry, especially in the development of mobile phones in the past three decades

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

The stock price has risen from the lowest point of US$ 1.66 on September 28, 2015 (close to the threshold of delisting), and it has risen to US$ 137.5 at an alarming rate in only 6 years, which is an almost impossible task. Shares rose 148% in 2019, making it the biggest gainer for the year in the S&P 500 and Philadelphia Semiconductor Index, surging 21-fold in ten years. I mentioned AMD in my book of “The Rules of Super Growth Stocks Investing”

Tag: Samsung