TSMC’s investors must want to know how many fab (including wafer foundry and package house) TSMC currently and in the future have? Since there are more than tens of thousands of people readers following this article from around the world, I will update this post as often as possible.
Tag: TSM
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.
How does TSMC make money?
How TSMC Makes Money, Business, Customers, Important Statistics
The rebirth and fall of 4 major technology stocks in 10 years
Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!
Why is TSMC’s profit margin much greater than competitors?
Why is TSMC’s profit margin much greater than competitors?
Yield rate comparison of SMIC, Rapidus, TSMC, Samsung, Intel’s advanced process
Comparison of advanced process yield rates between TSMC, Samsung and Intel: Numbers of advanced process yield rates Samsung’s advanced process yield rates are very poor and are not at the same level as TSMC. Perhaps we should say that TSMC is so good that it has brought the yield rate of advanced processes close to the yield rate of TSMC’s mature processes. This is a rare ability. Intel has never publicly announced its process yield.
6 common wrong semiconductor investment myths
This article is to explore common semiconductor investment myths that most people have wrong about semiconductor investing, and they are horribly wrong.
Qualcomm diversifies success, no nonger highly dependend on phone
Qualcomm diversifies success, no nonger highly dependend on phone, Qualcomm (ticker: QCOM) has a key position in the global technology industry, especially in the development of mobile phones in the past three decades
How AMD makes money? A rare case of turning defeat into victory
The stock price has risen from the lowest point of US$ 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”
How does Nike make money? The role model of growth stocks in non-tech industry
Nike, a role model of growth stocks in non-tech industry. Since I have described in detail how to screen for super growth stocks in the book “The Rules of Super Growth Stocks Investing”, Chapter 5 of the book also mentioned that I own Nike (ticker: NKE) stock before, although I focus tech stocks on the book.