DorotheaChen

[DorotheaChen @d13385917]

@Ze194053 @__ihaveopinions @exe_nf Complete AI hardware supply chain only in Taiwan. It means Taiwan makes much more money from ICT products than chips now.

[DorotheaChen @d13385917]

@XvX_Seanli @cuichenghao 我都強調人次了，你在鬧什麼。

[DorotheaChen @d13385917]

@XvX_Seanli @cuichenghao 你可能不知臺灣只2千三百萬人，但2025年去日本的人次超過6百萬，今年上看7百萬。

[DorotheaChen @d13385917]

@XvX_Seanli @cuichenghao 有好幾次中國的小學門口有人開車撞人的新聞，表示中國人都這樣開車撞小孩？

[DorotheaChen @d13385917]

@sterlingfunds @InvestLikeBest Taiwan government still got 6.5% share today because Morris told them: stop selling!!! But I guess the govt needs the money to fund other start-ups

[DorotheaChen @d13385917]

@iam678 有的店會拒絕客人消費，因為擔心對方可能是trouble makers。預作防範。

[DorotheaChen @d13385917]

@2big2faill @fammetaX The homework of Taiwan investors is to find out who are doing well recently, Apple? Nvidia? Intel? Tesla? ...etc. And who are their current Taiwan suppliers

[DorotheaChen @d13385917]

@2big2faill @fammetaX Nvidia not only buys chips in Taiwan. It buys lots of other things. It has more than a hundred suppliers/partners in TW bcz AI supply chain are based in TW.

[DorotheaChen @d13385917]

@MillennialZak @fammetaX Tsmc creats this foundry model and ever since, any engineer with good ideas, little money can set up a fabless. No need to have their own factory bcz tsmc can tailor-made chips for them. Before, it's not possible.

[DorotheaChen @d13385917]

@MillennialZak @fammetaX Nvidia has many patents in software, tsmc has many patents in hardware & tsmc alway stays at the top of annual US patent approval list. It's true being a fabless like Nvidia is more profitable. But tsmc is the reason why hundreds of fabless appear, survive & do well today.

[DorotheaChen @d13385917]

@SlimBooter @fammetaX Nvidia doesn't have any knowhow in making chips, not to mention advanced chips. Building fabs only means it still has to buy most advanced chips from tsm/or Samsung while trying to sell its chips to others.

[DorotheaChen @d13385917]

@SlimBooter @fammetaX All big techs used to make their own chips. Now, not possible. The fabs should run 24/7/365 at full capacity to make a profit. You risk burning billions $ on R&D with no success, but your competitors easily get most advanced chips all the time from tsm with much cheaper price.

[DorotheaChen @d13385917]

@bqayman @restitutorII They provided the money before because of various reasons: covid, inflation, tariff war,... Now, they say it's bcz of AI.

[DorotheaChen @d13385917]

@bqayman @restitutorII Taiwan offered money like this every 2 years since covid. The real reason to add $315 in 2027 budget is to push parliament (majority opposition) hurry up 2027 budget review. They only approved 2026 budget last week. Election is coming. Citizens want $315 on New Year holiday.

[DorotheaChen @d13385917]

@cccssang @mimi444659 @Jam79922967 韓國2018年最低時薪調漲16-17%，這才是驚天地泣鬼神。6000元或一萬元只算是刺激消費跟發紅包。這個主題在2025發一萬時討論過了。

[DorotheaChen @d13385917]

@ChevaucheeN @lyc_aon @OlDirtyBenji_ This ecosystem speeds up innovation greatly. Ecosystem is what matters, not a single company.

[DorotheaChen @d13385917]

@ChevaucheeN @lyc_aon @OlDirtyBenji_ AI hardware and chips makers in Taiwan have plants all over the world. But their R&D have to be in TW bcz everyone is in TW. Last yr, Intel ex CEO Pat said TW is the place you can have an idea at breakfast, make the prototype at noon & mass production in the evening.

[DorotheaChen @d13385917]

@ChevaucheeN @lyc_aon @OlDirtyBenji_ So whether you export your servers from Europe, Asia or Mexico, they are made by TW companies.

[DorotheaChen @d13385917]

@0x_freddy Tsmc Fab 18 in Taiwan is only 10 million sq feet, only makes logic chips, but cost $25B to build. Wonder what Musk can achieve in Phase 1.

[DorotheaChen @d13385917]

@szjrw @Jam79922967 2023發6000跟2025發一萬是真的，但跟宏都拉斯無關。是前一年收到的稅收收入比預計高，也就是超徵，民意跟需要選票的政治人物就會喊要政府發紅包。