Technology: breaking the hegemony that monopolizes the world

Xiayin star calendar March 29, 1024, sunny.

If you want to talk about the companies that have attracted the most attention in the global market in the past two days, in addition to Kyushu Technology, which has been named by various names, Daxia TSMC is also on the list.

Zhang Wuzhong, the founder of TSMC and the godfather of Ryukyu Semiconductor, as an old man in the semiconductor industry for decades, when TSMC invested heavily in the United States to build a factory, it may be the failure experience of investing in the United States that affected him, or it may be due to international considerations. Affected by the situation, his attitude was initially opposed.

In just three months, his attitude changed from being opposed to strongly supporting the construction of factories, and he even said that "globalization has almost died, and free trade has almost disappeared." This kind of pessimistic view of the future.

However, when the factory landed and had definite output, the participation and endorsement of high-level executives such as Pingguo, Nvidia, and AMD made TSMC's stock price, which had fallen a lot, begin to rise steadily.

At the Wall Street Conference two days ago, the various "arrangements" made by the heads of companies and associations in the American semiconductor industry to TSMC directly promoted TSMC's stock price from a steady rise to a soaring one.

After all, at the conference, when these high-tech companies advertise how powerful their new products will be in the future, they will mention that the chip of this product will use TSMC's new 3nm process, and will use 2nm process in the future.

Investors and stockholders may have doubts about the big money of those technology giants and the performance of black technology in the future, but they all understand one thing, that is, whether the products of so many technology companies will sell well or not, it will be reflected from the side. It is clear that TSMC will have no shortage of orders in the future, and it will even explode orders directly!

After all, the production capacity of high-end manufacturing processes is limited, and the cakes drawn by these technology companies are getting bigger and bigger. After finding out the shipments of TSMC and the sales volume of other technology companies in recent years, analysts have come to such a conclusion.

Even if Pingguo cannot rely on new chips and "self-healing folding screens" to return to the number one position in the world, TSMC can still rely on this massive order to secure its top two position in the world.

And it is a steady profit without losing money! All American technology companies must rely on TSMC's high-end process capacity!

The simple concept of capital appreciation has caused TSMC's stock price to soar, which is something that technology companies such as Nvidia and Pingguo did not expect.

According to the logic of the past, TSMC is just a wage earner who uses Western equipment and technology. The United States allows TSMC to produce, and TSMC can open equipment and manufacture chips. This kind of company can be manipulated at will. Faster?

But the sense of smell of capital is also keen.

The legend of the United States, Berkshire Hathaway, owned by billionaire Buffett, disclosed its quarterly position report in the new week: As of the first quarter of the new year on February 30, the company opened a position and bought 65.21 million TSMC , with a market value of $5 billion.

The former stock gods have always tended to invest funds in financial, insurance, and consumer stocks, but have not made any large-scale investments in technology stocks and chip semiconductor stocks.

At the time when TSMC’s stock price soared, billionaire Buffett’s Berkshire Hathaway disclosed that it had acquired a large stake in TSMC, a leading chip stock, not long ago, making it the largest new stock investment in the past six months. The wisdom of God was touted by the outside world once.

At the same time, it also made TSMC the second largest technology stock held by Buffett, second only to Pingguo.

The news once again drove TSMC's share price soaring.

As of the close, TSMC's ADR stock price closed up 11.61%, and its market value rose by US$42.512 billion from the previous day's close, the largest increase since the new era.

As for TSMC's corporate customers, although chip design companies such as Pingguo, Nvidia, AMD, Qualcomm, and MediaTek have seen good stock price increases, they are still much inferior to TSMC's drug-like charge.

At the same time, Buffett's Berkshire Hathaway

The spokesperson also said: "After reducing the holdings of U.S. Bank, Activision Blizzard, Bank of New York Mellon, and real estate investment trust Store Capital, our company has tens of billions of high-quality funds that are preparing to invest.

As a leading company in the global technology industry, Kyushu Technology has a very sincere plan to choose from if you are willing to have more funds to develop scientific research projects. "

As soon as these words came out, not to mention the violent mood swings in the American market, the netizens and stockholders in Daxia were also excited like a tsunami.

"Hold the grass? The real version of me inviting the stock god to dinner is online? Is Mr. Gu inviting the stock god to eat hot pot?"

"Laughing to death, when I think of Mr. Gu taking the stock god to eat hot pot, and then taking out the ancestral hot pot coupons to offset the consumption, I don't know if the stock god will be dumbfounded."

"As of now, the company with the most shares held by stock gods is Pingguo, with a total investment value of more than 100 billion US dollars, the second is the Bank of America, and the third is the oil giant Chevron.

The spokesperson of the stock god family said so, wouldn't it mean that Kyushu Technology can become the second largest investment company, and even become the largest investment company in the future?

Stock God doesn't love Guo? Send warmth to our big summer enterprise? cow beer. "

"This is the keen sense of capital. If Kyushu Technology really lets this old man take a stake, I'm afraid he can really reduce the first, second and third investments, and directly take a super heavy position in Kyushu Technology."

"Don't say that the stock god wants to buy Kyushu Technology heavily. If I have this opportunity, I want to stud Kyushu Technology! Selling a house, car or company is fine! But Mr. Gu won't give this opportunity!!!"

"In a hurry, Suiren Company is listed on the Yan Stock Exchange, and Kyushu Technology has taken off abroad. Both companies have a market value of trillions. Isn't Mr. Gu directly becoming the world's richest man?"

"Tuigui, what is a genius? Doing technology, technology products, beer, and financial listing, he will soon become the world's richest man, and Mr. Gu is not married yet. I'm afraid it doesn't take the jewel in the palm of some world-class aristocrat and big capital to build it. Get on Mr. Gu's boat."

"You are all watching their invitation to Kyushu Technology. Only I saw that the old man's company reduced its holdings of Biati again. This is obviously a tactic of coercion and lure, and divide and attack."

"Brother upstairs, you are not alone! After 5 holding reductions, this bad old man has cashed out more than 10 billion Xia Yuan from Biati's stock. Mad, he is really rich."

Due to the severe crackdown on trolls and unknown organizations feeding dog food in the past few years, and the current improvement in the management level of the online public opinion platform, the online public opinion in Daxia is much better now than it was five years ago.

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