Nvidia has risen 13916% in the past 10 years, with an annualized return of 6393%。
Customers around the world are lining up to buy Nvidia's graphics processing units (GPUs). In recent years, the rapid development of the artificial intelligence (AI) industry has driven the global demand for GPUs, resulting in a current situation where supply exceeds demand.
TSMC is behind it!
According to ** analysis, TSMC can become the exclusive foundry of Nvidia chips mainly thanks to its COWOS (chip-on-wafer-on-substrate) packaging technology, which is a technology that packages chips and substrates together, and it is carried out at the wafer level. The technology is currently exclusive to TSMC.
TSMC has risen 544 in the past 10 years80% with an annualized rate of return of 2049%。This is the world's top foundry.
Briefly talk about ** Staple Power.
1. Soybean milk shop meeting.
In February 1974, convened by the Minister of Economic Affairs of Taipei, China, the political councilor, the Minister of Transportation, the R&D director of the RCA Pan Wenyuan (the father of Taiwan's semiconductors), the president of the Industrial Technology Research Institute, and the director of the General Telecommunications Bureau, convened the famous "soybean milk shop meeting" in a soybean milk shop in Taipei, and decided the direction of Taiwan's development of semiconductors.
2. Talent output and talent introduction.
In the context of globalization, we actively integrate into the global semiconductor industry and send high-quality talents to the United States to learn semiconductors. Under the planning and arrangement of Pan Wenyuan, he led Shi Qintai, Cao Youcheng, Zeng Fancheng, Liu Yingda, Xuan Mingming, etc., and a group of talents who later became Taiwan's wafer manufacturing elites went to the United States for training.
Introduced Zhang Zhongmou, a top semiconductor talent in the United States.
3. Introduce super shareholders and establish TSMC.
* Leading, Philips of the Netherlands became the owner, Formosa Plastics Group and other Taiwanese companies became shareholders, and TSMC was formally established.
4. The time and place are favorable, and TSMC has become the "sacred mountain of protecting the country" in Taiwan, China
* Policy support; abundant technical talents; Strong willingness of global capital to invest; The global market is open.
What does TSMC have?
year, the book cash is more than 300 billion yuan, and the total market value is 44 trillion.
The total market value of A-share integrated circuits is 17 trillion. Open your eyes to the world!
2. TSMC ROE is the sole leader**.
Far ahead of Chinese mainland technology companies.
3. Board of Directors.
Board members, halo plus.
Independent directors, independent directors.
4. Founder: Zhang Zhongmou.
The habit of reading widely throughout life, no matter how busy you are at work, read one book a week (mainly in English, second in Chinese);
The other is to travel around the world to make friends and expand his horizons, he once expressed to ** that as the chairman of TSMC, he took out half of his working time to visit global leaders in politics, economy, and science and technology.