Taiwan's chip giants TSM & UMC all have the same problems- They are doing well now, but the future could be risky.
The migration of the Taiwanese Technology to China (Mainland China) indicates that Taiwanese will soon lose its advantage. TSM already realizes that Mainland China Companies are using (coping) their trained people and technologies. That's why they are sueing SMI in the U.S. now. China is trying so hard to develop its own industry and hence they will certainly protect and support their own companies. Taiwanese try to take advantage of the cheaper labor cost in Mainland China. It is natural that they have to pay the price one way or the other.
Political problem between China and Taiwan is another big risk factor. Differences in communist and democratic systems make it difficult for both sides to have a 2-way communication.
Taiwan's current internal problem could also last for long time- With the old KMT Party losing the election since year 2000 and keep on pulling the ruling party's leg, Taiwan's future competiness will certainly be discounted and becomes highly questionable.
These risks may have somehow being reflected in the current UMC & TSM prices. But, to what extent is still a question.
It's dangerous to have a mind set, while making judgement. This applies to almost everything including political competition and stock market.
Be open-minded so that we can see ourselves through other's comments or criticism. We learn and make corrections while we go, so that we may have better chance of success.
(Political parties taking the right attitude competing in Taiwan will gain the popularity.)
" we are investors! any opinion or analysis on situation (including political situation) somewhere can certainly help us better understand the market, in terms of where the market or stocks are heading, and therefore make good money "
Hopefully People can benefit from discussions on this board! Be a winner (don't become a loser, don't lose the sports) !
" To answer this question, you need to ask the basic fundamental question: Are the average ROC citizens better off today vs. 16 years ago? "
- Valid Point!
(Let people in Taiwan answer this question!)
" those who only have elementary-level education and can easily be used, cheated and lied to are also stupid.
The only reason that abian won was because those people largely outnumbered the educated ones .. "
** The losers always blame the market and the people on the other side of the Table! **
Abian is smart for sure, but his two bullets are even samrter than he is.
Long after these two smart bullets helped him got re-elected, there is still no one can figure out where these two smart bullets came from. Everyone is amazed how smart these two bullets really are!
>>It this how the communist people talk? think?
Whoever does not agree with Rabbit is a commie. Absolutely has to be, no middle ground. Green or red, no other choice.
Now, who is stupid?
To answer this question, you need to ask the basic fundamental question: Are the average ROC citizens better off today vs. 16 years ago? Now, how did Rabbit got elected?
>>(back to the same topic, Who is stupid ?!) <<
You ARE stupid!!!!!!!!!!!!!!
And those who only have elementary-level education and can easily be used, cheated and lied to are also stupid.
The only reason that abian won was because those people largely outnumbered the educated ones (Of the 23 million people, how many are they? Figure it out yourself!). And you know it, don't you? ...Maybe not, because you're so dumb!
Abian is not stupid. He certainly knew how to pay the fee and get Uncle Sams' protection, he certainly knew how to get the vote from the uneducated farmers in southern Taiwan, he certainly knew how to do a self directed two-bullet gun shot performance one day before the election votes. He ceratinly knew how to keep himself out from military service and his son not fighting for a war if he creats one. He also knew how to make his motherland to pump tons of money into Taiwan to keep him and his followers out from unemployment lines.
Is he stupid? No, he is not stupid, at least for now, he looks like he is far from being stupid.