Core Insights - The success or failure of investments largely depends on the accurate judgment of profitability, which is rooted in the depth of understanding [1] - Reading is emphasized as a crucial tool for enhancing cognition and recognizing investment value over a longer time frame [1] Company Insights - TSMC, founded by Zhang Zhongmou at the age of 56, is a key player in the global semiconductor and AI industry, holding a leading position in manufacturing processes with a market capitalization exceeding $1 trillion [2] - Zhang Zhongmou's autobiography provides significant insights into TSMC's rise and the broader history of the semiconductor industry, highlighting his legendary career from his early life in mainland China to his professional journey in the U.S. [2] - TSMC's nine key principles, as articulated by Zhang Zhongmou, are essential for becoming a world-class company, focusing on continuous innovation, respect for intellectual property, healthy growth, and global influence [2]
东方嘉富陈万翔:看万亿芯片帝国崛起,悟产业发展机遇丨大咖荐书