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[Paywall] WHO WILL BE THE BIGGEST WINNER IN THE CHIP WORLD? | INTEL, SAMSUNG, TSMC, SMIC
By Value Invest Asia  •  December 14, 2020
The Demise of Intel Intel used to be the holding close to a monopolistic position in the CPU world. If there is a computer, most likely you will have an “Intel Inside”. However, it is now 2020 and the definition of a computer is far from just a desktop or a laptop computer. Your phone, iPad or even smart devices around your home are all mini computers. And most if not all of them are not run on Intel. This development is not only telling us the demise of Intel, but it is also showing us the growth of the fabless business model in the wafer industry. To Fab or Not to Fab Intel is a unique chip manufacturer. This is because it is one of the few integrated chip manufacturers in the world left. It can design and manufacture its silicon chip by itself. This is in sharp contrast to most other Integrated Circuit (IC) designers...
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By Value Invest Asia
Value Invest Asia started as a simple idea. While we are still studying for the Chartered Financial Analyst Program, three of us met at a CFA event. We were just starting out in our career but we found out even then, that not many people in the financial world are true believers of value investing ...
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