2025 is destined to be a painful year for the Magnificent Seven, and it seems that it has just begun. The share prices of the Magnificent Seven led the market decline, which is rare in history.
Tag: TSLA
Humanoid Robots current status and vendors
Humanoid robots will usher in explosive maturity in the next five to ten years. It is estimated that by 2035, it will create an output value of nearly US$26 billion.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
How does Lam Research, top chip equipment vendor, make money?
In terms of supplying equipment for semiconductor factory production, Lam Research is on par with Applied Materials. The two hold the core equipment for the production of all semiconductor factories in the world. Without equipment from either of them, semiconductor factories would be almost unable to produce.
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
How does Starlink, which monopolizes low-orbit satellites, make money?
The number of Starlink satellites in orbit is expected to double that of all other satellites by 2024. In fact, he had stated earlier in 2023 that the payloads launched in 2023 may already account for 80% of the world’s total.
Capital operations are the root cause General Motors’ 30% rise so far this year
Stock repurchase is the most typical and most effective method of capital operation. The total stock repurchase amount of US$16 billion accounts for approximately 50% of the company’s total market value when GM announces this plan in November 2023.
How does BYD make money? Why it beat Tesla? Sweeping the global EV market
Due to geopolitical risks and the United States’ anti-China policy and decoupling from China in various fields, BYD may become another target of embargo, retaliation, or containment by the United States after Huawei.
How does the all-powerful Huawei make money?
No company in modern corporate history has ever won this honor. You can imagine the importance of this enterprise. The United States has discovered the signs of Huawei’s development. For the first time in history, the Department of Defense replaced the Department of Commerce to supervise Huawei.