2024. 10. 28. 08:59ㆍU.S. Economic Stock Market Outlook
Fiscal Exchange Rate GDP Semiconductor Circulation
01. The system semiconductor does not work because Fabless does not work.
02. The failure of system semiconductors will ruin the electronics manufacturing industry.
03. As the electronic manufacturing industry is ruined, embedded software is ruined.
04. Since embedded software is broken, hardware alone is not competitive.
05. Manufacturing is lagging behind China because hardware alone cannot compete.
06. Since manufacturing is behind China, Ali Temu Coupang is all made in China.
07. Distribution is all made in China, so export is not possible.
08. As exports are not possible, the exchange rate becomes 1,400 won due to the current account deficit.
09. The memory is not sold because the system semiconductor in 02. is broken.
10. (Why doesn't the memory sell if the system semiconductor breaks down?) Nvidia makes system semiconductors, but since Nvidia doesn't install them, the memory doesn't sell, right?
11. As memory is not sold, stock prices fall.
12. As stock prices fall and foreigners go out, there is no exchange rate defense.
13. The interest rate on government bonds is not shameful because there is no exchange rate defense.
14. The price of apartments falls due to the unfamiliarity of the interest rate.
15. In order to raise apartment prices, you need to invest in Fabless, not in the foundry memory small manager.
16. I've been saying I need to nurture fabless for 30 years and I don't know if I don't understand or pretend I don't understand.
17. Eventually, the exchange rate went down, the current account deficit went down, the stock market went down, the unemployment skyrocketed, the apartment went down to half the price, and I should have pushed Fabless if there was a wailing sound. Do you understand?
18. Fabless, who will push, will have to survive until then.
19. Basically, automobile steel milling is an intuitive industry, so it is possible to inherit chaebols. By the way, will fabless, system semiconductors, memory, aerospace, software, and foundry be hereditary?
20. All three of my children majored in science and engineering, but... I don't want to inherit our company even if it's a good school. There's no way for me to pass it on. The job itself is so difficult that I can't manage it if I give it to him.
21. Does it make sense to inherit 1,000 trillion high-tech Oman Electronics when even small fabless can't be inherited? What do you need to know to manage? Does the management of a 1,000 trillion company look sleepy? Can the company be maintained even if it is rough and loose?
22. My liver deteriorated and I couldn't detoxify it, so my complexion turned earthy. Then, since my face is dark, should I apply white makeup? I need to fix my liver.
23. If the foundry memory is bad, you need to nurture fabless, will the industry revive if you pour money into the foundry, memory, paper, and infrastructure of related facilities?
24. If the government pays taxes on foundry memory, will Apple, Qualcomm, AMD, Broadcom, Nvidia, NXP, and Intel come back? We need to support fabless to make the foundry run.
25. Let's think about it with common sense. I'm not an elementary school student. Why are politicians and reporters becoming like Seocho-ding?
love and thought
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