The big jump in technology stocks is due to the mania around AI software, hardware and applications.
Supermicro Computer Inc. (SMCI) is not a semiconductor company, they are server hardware manufacturer.
TSMC foundry is the largest manufacturer of semiconductors in the world by revenue. TSMC was founded by Morris Chang (former CEO) in 1987.
Morris Chang learned a lot during his 25-year career (1958–1983) at Texas Instruments, he rose up in the ranks to become the group vice president responsible for TI's worldwide semiconductor business. Among other things, he learned about yield, profit and how fabs are run.
Texas Instruments paid for and sent Morris Chang to Stanford for a PhD.
TSMC came about after Morris Chang left the USA and returned to Taiwan; "The Premier [of Taiwan] who appoints the president of ITRI told me that he particularly wanted to use my ability to transfer technology from just research results to economic benefits for Taiwan industry."
Morris Chang - Oral History Interview: https://www.semi.org/en/Oral-History-In ... rris-Chang
The top 25 global semiconductors in 2023: https://news.futunn.com/en/post/4114942 ... 4985585613
Note a number of the semiconductor companies marked with note 2 are Fabless. The ones marked with note 1 are just Foundries.
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Supermicro Computer Inc. (SMCI) is not a semiconductor company, they are server hardware manufacturer.
TSMC foundry is the largest manufacturer of semiconductors in the world by revenue. TSMC was founded by Morris Chang (former CEO) in 1987.
Morris Chang learned a lot during his 25-year career (1958–1983) at Texas Instruments, he rose up in the ranks to become the group vice president responsible for TI's worldwide semiconductor business. Among other things, he learned about yield, profit and how fabs are run.
Texas Instruments paid for and sent Morris Chang to Stanford for a PhD.
TSMC came about after Morris Chang left the USA and returned to Taiwan; "The Premier [of Taiwan] who appoints the president of ITRI told me that he particularly wanted to use my ability to transfer technology from just research results to economic benefits for Taiwan industry."
Morris Chang - Oral History Interview: https://www.semi.org/en/Oral-History-In ... rris-Chang
The top 25 global semiconductors in 2023: https://news.futunn.com/en/post/4114942 ... 4985585613
Note a number of the semiconductor companies marked with note 2 are Fabless. The ones marked with note 1 are just Foundries.
Statistics: Posted by wwhan — Mon Aug 12, 2024 6:50 pm — Replies 69 — Views 7096