You own Taiwan Semiconductor Manufacturing [TSM]. How do you think about the risk of China invading Taiwan?

Magellan’s Manager Sours on Big Tech Stocks. Why Mic...

I don’t think China is going to go into Taiwan. If it takes over the country, the whole world would be at risk. How are we going to build anything without semiconductors? It would be catastrophic—for China, as well.

I’m very bullish longer term. Semiconductors and semiconductor equipment are going to be the enablers of Web 3.0. The semiconductor cycle is going to be strong over the next five years,

specifically as we have more machine learning, artificial intelligence, autonomous driving, Web 3.0, the metaverse. All will require massive amounts of computation.

Shorter term, the cycle isn’t going to be pretty. But stocks are down 40% to 50%. How much is priced in? That’s why I’m holding on to Taiwan Semi and ASML Holding [ASML], which are near-monopolies.

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鴻海旗下富士康宣布，與華為技術聯合打造的昇騰智造 AI 質檢示範產線啟用；昇騰智造解決方案在富士康深圳廠區進行先行測試，產線月檢測 6000 台以上，總體準確率大於 99%。

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台灣證券交易所 28 日晚間公告，對鴻海精密工業投資紫光延遲發布重大訊息，違反證交所「對有價證券上市公司重大訊息之查證暨公開處理程序」

曾經引紫光入股的力成科技，這兩天董事長蔡篤恭説：景氣降溫，只要靠中國的公司都很慘！
兩岸經營風險逐漸升高，選擇單押中國的企業，投資人要十分小心。

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Instagram abruptly scrapped plans to mimic TikTok because Kim and Kylie know something Zuck doesn't: Innovation, not imitation, is the key to success.

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