China is having technology break through s every day...in fact already signs that America is regretting their failures...there is no expert who thinks they can stop China for more than a few years
SMIC announced stop manufacturing 14mn. TSMC got the order from the world best AI technology companies which manufacturing 3 & 5mn. This is called advanced technology innovation with the direction of strong and solid alliance. Not talking shiok sendiri.
TSMC realise that moving to US is just not cost effective! Beside, the working culture totally different and US uniozied workers will drive it to the ground! That's why Taiwan is hedging on Japan due to similar working culture!
TSMC Hits $500 Billion Value as Investors Clamor for AI, Chips Chipmaker to Nvidia and Apple remains Asia’s biggest company Investors are piling into stocks from Nvidia to Oracle
Business propects looking forward and not from the past results. Basing on earlier earning to invest could be falling into the trap. As a smart investor is not interested in looking those stocks fundamentals affected by technology banned if 14nm can't be manufactured share price hike is a warning sign.
3 nm is manufactured in Taiwan only, total oversea production revenues less than 10%. Tax relief and incestive provided by US government to cover the additional cost for production. This prove that policy is right to stay with strong alliance to advance further technology. Not interested to explore others which subjected to technology banned.
On blinken visit and China is relations, Xi jinping has only one message........We must be prepared for worst-case and extreme scenarios, and be ready to withstand the major test of high winds, choppy waters and even dangerous storms,” Xi said at a recent national security meeting.
AI will change the world. However, most of the stocks in Nasdaq may already entered bubble territory. The yield curve inverted for so long. Be careful for a recession and meaningful correction in Nasdaq & SP500 .
Possible correction, as a value inevestor shall look at the business prospect and the robust demands.
Posted by qqq47660 > Jun 17, 2023 7:00 PM | Report Abuse
On blinken visit and China is relations, Xi jinping has only one message........We must be prepared for worst-case and extreme scenarios, and be ready to withstand the major test of high winds, choppy waters and even dangerous storms,” Xi said at a recent national security meeting.
Answer : Basically saying CCP is ready for WW3! i mean if this is Chairman Xi tone to the world, then it will happen!
change not seen in hundred years ??? settle your own problem first lah.
Local Chinese does not support Xi and CCP due to all types of internal issues, Xi wants to declare war to unite own people. It does not just like Russian, normal citizens hate war, power crazy evils like it.
Malaysia or America can eliminate extreme poverty meh? Lift million from poverty? Clean the streets? Green mountains blue skies? And people are safe very little petty criminals
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Posted by FortuneBull777 > 2023-06-12 15:18 | Report Abuse
Reality!