TonyJessica
voted
$Taiwan Semiconductor(TSM.US$ $Apple(AAPL.US$ the costs of components and materials are rising significantly, which leads to higher prices for the production chain of technology companies.The semiconductor industry is directly suffering this cost increase, comments the TSMC leader, citing uncertainties regarding the global economy for 2022.
Bank of America said that the iPhone maintains a high demand amid rumors that Apple res...
Bank of America said that the iPhone maintains a high demand amid rumors that Apple res...
![TSMC predicts shrinking global cell phone sales, but iPhone keeps demand high.](https://ussnsimg.moomoo.com/1648717704140-70042976-android-org.png/thumb)
![TSMC predicts shrinking global cell phone sales, but iPhone keeps demand high.](https://ussnsimg.moomoo.com/1648717704155-70042976-android-org.jpg/thumb)
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TonyJessica
commented on
With the shift in Intel's buisness in the coming years we should be comparing them more to TSMC than AMD.
In the next few years Intel will build new fabs and use them to make chips for other companies as well as their own; which makes them more of a competitor for TSMc than AMD.
$Taiwan Semiconductor(TSM.US$ $Intel(INTC.US$
In the next few years Intel will build new fabs and use them to make chips for other companies as well as their own; which makes them more of a competitor for TSMc than AMD.
$Taiwan Semiconductor(TSM.US$ $Intel(INTC.US$
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TonyJessica
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$TENCENT(00700.HK$ $BABA-SW(09988.HK$ $JD-SW(09618.HK$ The previous decline in the Internet sector was mainly affected by antitrust and education, but today, when the stock price has fallen by a large amount and the price-earnings ratio is already at a low level, it is not necessarily correct to keep staring at these negatives. . Buffett often said that when making investments, one needs to look forward through the window, not the rearview mirror.
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TonyJessica
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$Apple(AAPL.US$ I am totally new and may i know whether this is suitable for long term investment?
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$Alibaba(BABA.US$ Price is unlikely able to suitable more than Us$200 in shoch term. hope that when dust settle (anti-competitive practise, personal data cybersecurity and protection), China government can allow this fundamential strong company to expand operations within range (government) can control and allow Alibaba to buy foreign companies because this helps to increase (governemnt) influence in those countries.
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