If you go long, don't chase higher; if you go short, you'll have to wait any longer
I believe in stock gods; my method is to buy $Berkshire Hathaway-B(BRK.B.US$ Instead of following suit and buying stocks. I'm not chasing OXY, and I'm even less likely to chase after TSM. If you also believe in stocks, why not buy more brk? What's more, for Buffett, the total investment was just a few billion dollars, nine hundred million dollars.
I've always been bearish on semiconductors until now, and I'm still on the sidelines for the short term, and bearish for a long time until the economy recovers. However, if the relationship between China and the US deteriorates, then it will be even more bearish. TSMC's geopolitical risks are huge. $NVIDIA(NVDA.US$ The policy is very risky. In contrast, $ASML Holding(ASML.US$ und $Advanced Micro Devices(AMD.US$ Slightly better.
Let's also talk about idiot politicians. Blocking the Chinese market? Blocking Google brought Baidu. Blocking Facebook brought Tencent Weibo and Douyin. If Apple and Tesla were to be blocked, HUAWEI and BYD would all win. Is there a difference between TSMC and Foxconn? Not all of them are OEM for Apple![]()
High-tech manufacturing, isn't it still manufacturing? The manufacturing industry needs to be in mainland China before it can prosper. Without China's market and production capacity, where did America's technological prosperity come from? Hehe, it doesn't matter if the elderly don't have a good brain; don't be ashamed.
Only TSMC can be great. TSMC will no longer come to the mainland. When our technology breaks through the blockade, it will be replaced by mainland companies![]()
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本人散户，闲钱投资，名字为系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。此账号为本人唯一社媒平台。
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勇敢韭韭不怕困难 : replace TSMC???
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高贵的阿德莱德 OP 勇敢韭韭不怕困难 : Moore's Law is almost at its limit, nothing is impossible![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
勇敢韭韭不怕困难 高贵的阿德莱德 OP : lithography machine, EDA, talent, patent,
There's also the most important research/zz environment.
While you are developing, others are developing as well.
高贵的阿德莱德 OP 勇敢韭韭不怕困难 : It's definitely not possible to overtake technology within ten years, unless TSMC is taken over. However, the mainland's takeover of TSMC is definitely a huge benefit to the world's chip industry. After all, China is best at turning things into cabbage prices and providing unlimited production capacity. OEM costs have been reduced, there are no bottlenecks in production capacity, and the chip industry is bound to explode