Go to a post about chips
I saw a post about chips and shared it.
But before that, let's talk about it. The previous post mentioned “junk stocks,” and some mooer objected. Let me clarify here. Junk stocks and junk companies are two concepts. Junk companies must be junk stocks, but good companies may also be junk stocks. Investors need steady growth in returns. For example $Meta Platforms(META.US$ Since the outbreak of the epidemic, it has expanded arbitrarily. If you do nothing to burn money into the metaverse, it is garbage. Meta at that time was just junk stocks, and you should definitely not touch it. It wasn't until I decided to cut down on the pain and make drastic layoffs to control costs that it was no longer rubbish, but I couldn't talk about it much. And the one mentioned before $C3.ai(AI.US$ , and the one previously mentioned $Carvana(CVNA.US$ Regardless of whether the company is excellent or not, at least currently, their stocks are junk stocks. Taking a heavy stake in these stocks, especially when leveraged, may become rich overnight, but the greater possibility is that billionaires can quickly become millionaires![]()
So I think this kind of investment is rubbish. For these companies, surviving the next three years is more important than anything else.
Back to the point. Regarding semiconductors, I agree 100% with his opinion, transferred from the WeChat account Dajian Style. Chip supply cuts are an opportunity for China. If TSMC were to expand drastically in mainland China, that would be a disaster for the Chinese chip industry. Therefore, if Bai Zhenhua continues this policy, many US chip companies may go bankrupt in 10-20 years. Bai Zhenhua is worthy of being our undercover; Bill Gates is the biggest reactionary![]()
. The original text is as follows:
Over the weekend, US sanctions against our high-tech chip companies blew up our circle of friends, and even Bill Gates from across the ocean expressed his opinion on the reporter's interview.
Reporter:How do you view the logic of suppressing semiconductors, will the US succeed?
Bill Gates:This is impossible; America's approach only forces China to spend time and money making their own chips.
Also, given that China can catch up quite quickly in size, he doesn't think US restrictions on Chinese chips will bring huge benefits.
Reporter:I think they will say that the US is trying to stay ahead; these chips will also have military uses; they must be suppressed; if they don't do it, they will catch up.
Bill Gates:If you really think there will be a war in the next ten years (I don't think it will happen), then you shouldn't warn them in advance that their chips will be cut; why should they start making their own chips first?
My cousin thinks Bill Gates is really good; he must have read our grandson's Art of War very well.
His few short words include:Cross the sea without telling the truth, hide your sword while laughing, and get paid at the bottom of the kettleThese tactics.
Microsoft's Windod operating system opens its eyes and closes its eyes to personal piracy. He lets you use it, and when it's critical, he makes you dazzled by drawing the salary from the bottom of the pot.
The highest level is not supply cuts, but dumping, which will directly disrupt a country's R&D level and momentum.
Unfortunately, he couldn't understand Dengzi's words.
Just like China buys a large amount of American soybeans, it is indeed cheap and sufficient. Domestic production prices are very high. Gradually, we are slowly reducing our domestic soybeans, and are basically purchasing soybeans from the US and Brazil.
If something happens and they cut your soybeans, it will be difficult for us to feed the pigs the bean paste. (Over the past few years, senior management has been resuming some domestic soybean production, and they are definitely aware of this problem.)
The more restricted the West places on us, the more perfect we are in the end.
Back then, if the US Emperor had not refused us to join the International Space Station, how could China have the current space station? (The Western International Space Station was scheduled to be decommissioned in 2020, then delayed until 2024, and now postponed to 2030. (At that time, there was only one Chinese space station in space.)
In dealing with Western suppression, the Chinese people must have a strong backbone. In the 5,000 years of China, we were 4,800 years ahead; only 200 years of modern times lagged behind Western countries.(This pot has to be carried by all the Qing dynasty amans.)
$NVIDIA(NVDA.US$ $Taiwan Semiconductor(TSM.US$ $Advanced Micro Devices(AMD.US$ $iShares Semiconductor ETF(SOXX.US$
Reporter:How do you view the logic of suppressing semiconductors, will the US succeed?
Bill Gates:This is impossible; America's approach only forces China to spend time and money making their own chips.
Also, given that China can catch up quite quickly in size, he doesn't think US restrictions on Chinese chips will bring huge benefits.
Reporter:I think they will say that the US is trying to stay ahead; these chips will also have military uses; they must be suppressed; if they don't do it, they will catch up.
Bill Gates:If you really think there will be a war in the next ten years (I don't think it will happen), then you shouldn't warn them in advance that their chips will be cut; why should they start making their own chips first?
My cousin thinks Bill Gates is really good; he must have read our grandson's Art of War very well.
His few short words include:Cross the sea without telling the truth, hide your sword while laughing, and get paid at the bottom of the kettleThese tactics.
Microsoft's Windod operating system opens its eyes and closes its eyes to personal piracy. He lets you use it, and when it's critical, he makes you dazzled by drawing the salary from the bottom of the pot.
The highest level is not supply cuts, but dumping, which will directly disrupt a country's R&D level and momentum.
Unfortunately, he couldn't understand Dengzi's words.
Just like China buys a large amount of American soybeans, it is indeed cheap and sufficient. Domestic production prices are very high. Gradually, we are slowly reducing our domestic soybeans, and are basically purchasing soybeans from the US and Brazil.
If something happens and they cut your soybeans, it will be difficult for us to feed the pigs the bean paste. (Over the past few years, senior management has been resuming some domestic soybean production, and they are definitely aware of this problem.)
The more restricted the West places on us, the more perfect we are in the end.
Back then, if the US Emperor had not refused us to join the International Space Station, how could China have the current space station? (The Western International Space Station was scheduled to be decommissioned in 2020, then delayed until 2024, and now postponed to 2030. (At that time, there was only one Chinese space station in space.)
In dealing with Western suppression, the Chinese people must have a strong backbone. In the 5,000 years of China, we were 4,800 years ahead; only 200 years of modern times lagged behind Western countries.(This pot has to be carried by all the Qing dynasty amans.)
$NVIDIA(NVDA.US$ $Taiwan Semiconductor(TSM.US$ $Advanced Micro Devices(AMD.US$ $iShares Semiconductor ETF(SOXX.US$
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勇敢韭韭不怕困难 : Everyone who bought C3ai was gambling
mubbiiee : @高贵的阿德莱德Do you really agree with this point of view? No matter how you look at it, there is a suspicion that it's poisonous chicken soup.
高贵的阿德莱德 OP mubbiiee : A country that could have built two bombs and one star half a century ago. If they couldn't make a chip, that would be too serious a step backwards
mubbiiee 高贵的阿德莱德 OP : See Ho Chak Wai said, “What are you proud of? It's all copied... a thousand words omitted from the end. What's more, even the Soviet Union, which was copied, didn't come up with semiconductors. Let's not expand this too much; it was originally a result of international cooperation. Take one country alone, and none of them can handle it. Even if it's done, what about the financial accounts? What about the market? If you make one, do they have to buy it? Of course, it has the advantage of crushing and dumping, but are you sure you can beat TSMC to join forces with all of its suppliers?
Hauruchen : I think it's probably harder to make a chip than an atomic bomb
高贵的阿德莱德 OP mubbiiee : If chips were a commodity, they definitely wouldn't be able to make them. If chips are to be used nationally in the next 100 years, they must be invented. It has nothing to do with the economy or the market, and the atomic bomb is not profitable. When the US invents artificial intelligence and the metaverse, China really can't even make high-end chips; even if the industrial transformation fails, there will be big trouble. Currently, Chinese society is too impetuous. There are many people who want to make money, and few people who want to work. If they really can't do it, I can only sigh
高贵的阿德莱德 OP Hauruchen : I'm not afraid of difficulties, I'm afraid no one is willing to rise to the challenge
mubbiiee 高贵的阿德莱德 OP : I think a chip is a commodity... even if a country makes it, it can't make money. Then national strength will still be dragged down.