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.

Disadvantages of investing in ETFs

The ETF discussed in this article refers to all stock ETFs; it is not limited to ETFs that track the broader market. Holding cost Regardless of the ETF, regardless of the stock market in any country, a certain percentage of the annual custody fee needs to be paid every year. Few people treat ETFs as … Continue reading “Disadvantages of investing in ETFs”

HP is an important and good company, but not a good stock?

There is a saying that there are good companies in this world, but the stocks of good companies are not necessarily good stocks. If you can make money for investors as a criterion; HP (ticker: HPQ) should be one, at least in the past two decades and now. Most people think so. There should be … Continue reading “HP is an important and good company, but not a good stock?”

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”

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”

U.S. stocks’ dividend-rich industries and difference from Taiwan

Several big dividend industries Listed large companies in the following industries, with few exceptions, will pay dividends, and the yield rate is significantly higher than that of other industries: Telecommunications: Telecommunications companies are protected by regulations and licenses, and are rich in cash. They usually distribute dividends that are higher than the market yield. Public … Continue reading “U.S. stocks’ dividend-rich industries and difference from Taiwan”

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 lucrative semiconductor industry

I thought for a long time and wanted to write some articles about investment in the semiconductor industry, because this is really an important industry to all people no matter you are an investor or not. Considering many factors, I will write this summary today, and then I will write about other semiconductor sub-industries later. … Continue reading “The lucrative semiconductor industry”

Good companies are rare, two or three will make you very rich. Take Texas Instruments as an example

Companies worth betting on wealth are rare Some friends have noticed that I have said that basically my investment strategy is to say no to all listed companies first, unless I find a company that is worth betting on large sums of money. Discuss with me why I hold this view? My idea is simple, … Continue reading “Good companies are rare, two or three will make you very rich. Take Texas Instruments as an example”

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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