Taiwan Did Not Steal America’s Chip Technology — It Bought the Starting Point and Built the System In recent political debate, the claim that “Taiwan stole America’s semiconductor technology” has once again been amplified. It is a simple sentence, emotionally powerful and politically useful. But from the perspective of industrial history, technology transfer, business-model innovation, and semicon...
Taiwan Did Not Steal America’s Chip Technology — It Bought the Starting Point and Built the System In recent political debate, the claim that “Taiwan stole America’s semiconductor technology” has once again been amplified. It is a simple sentence, emotionally powerful and politically useful. But from the perspective of industrial history, technology transfer, business-model innovation, and semiconductor manufacturing reality, this claim is deeply misleading. Taiwan did not steal America’s chip technology. Taiwan purchased an early technological starting point, learned from it, absorbed it, localized it, and then spent nearly five decades building one of the most disciplined manufacturing ecosystems in modern industrial history. The more accurate story is not about theft. It is about technology transfer, state-led industrial policy, engineering discipline, talent formation, and the emergence of a new global division of labor. Taiwan’s Semiconductor Industry Began as a National Survival Strategy To understand Taiwan’s semiconductor rise, we must return to the 1970s. At that time, Taiwan was still a labor-intensive manufacturing economy. Its exports were dominated by textiles, consumer electronics, plastics, toys, and low-end assembly. The island had strong human capital and a hardworking industrial base, but it lacked high-value technology industries. Taiwan’s policymakers understood that if the economy remained dependent on low-cost manufacturing, it would eventually be squeezed by even lower-cost competitors. The strategic question was clear: what industry could move Taiwan from assembly manufacturing into high-value technology? Semiconductors became the answer. Wen-yuan Pan reported to Minister Yun-suan Sun that, based on his observations of Taiwan’s electronics industry, he believed Taiwan’s electronics sector should upgrade from a labor-intensive model to a technology-intensive one. Among all segments of the electronics industry, integrated circuits were the most...
Key Points Walt Disney consistently generates higher overall revenue than Netflix, although Netflix currently shows a more reliable upward growth trajectory. Netflix has achieved steady quarter-over-quarter revenue growth across the examined timeframe, whereas Walt Disney has experienced a much more volatile revenue pattern. Investors should closely watch whether the total revenue gap between the ...
Key Points Walt Disney consistently generates higher overall revenue than Netflix, although Netflix currently shows a more reliable upward growth trajectory. Netflix has achieved steady quarter-over-quarter revenue growth across the examined timeframe, whereas Walt Disney has experienced a much more volatile revenue pattern. Investors should closely watch whether the total revenue gap between the two companies continues to gradually narrow in the coming quarters. 10 stocks we like better than Netflix › Netflix: Steady Revenue Trajectory Netflix (NASDAQ:NFLX) primarily generates revenue by providing subscription-based entertainment services, which include offering streaming television series, documentaries, feature films, and mobile games to paid members globally. It officially expanded its live sports broadcasting agreement with the NFL and recorded an EBIT margin of approximately 32% for the quarter ended March 31, 2026. Walt Disney: Managing Volatile Revenue Walt Disney (NYSE:DIS) operates as a diversified global entertainment company that creates episodic television content and motion pictures while also managing extensive theme parks and direct-to-consumer streaming services. It finalized the appointment of Josh D'Amaro as its new Chief Executive Officer and reported an EBIT margin of approximately 20% for the quarter ended March 28, 2026. Why Revenue Matters for Retail Investors Revenue serves as a critical baseline metric that shows investors the total gross cash a business captures from its customers before any operating costs or taxes are deducted. This helps investors gauge raw business scale and growth. Image source: The Motley Fool. Quarterly Revenue for Netflix and Walt Disney Quarter (Period End) Netflix Revenue Walt Disney Revenue Q2 2024 $9.6 billion (period ended June 2024) $23.2 billion (period ended June 2024) Q3 2024 $9.8 billion (period ended Sept. 2024) $22.6 billion (period ended Sept. 2024) Q4 2024 $10.2 billion (period ended Dec. 2024) $24.7 ...
Investors and traders anticipating NVIDIA’s NASDAQ: NVDA earnings report, hoping for a post-release price decline, may be disappointed. Not only were the results aligned with the robust trend, which is acceleration, but the market rarely does what’s expected when everybody expects the move. NVIDIA’s stock price typically pulls back following its earnings report, but it's best to remember that prio...
Investors and traders anticipating NVIDIA’s NASDAQ: NVDA earnings report, hoping for a post-release price decline, may be disappointed. Not only were the results aligned with the robust trend, which is acceleration, but the market rarely does what’s expected when everybody expects the move. NVIDIA’s stock price typically pulls back following its earnings report, but it's best to remember that prior results are no guarantee of future price action. Get NVIDIA alerts: Sign Up NVIDIA Fires on All Cylinders as AI Flywheel Accelerates The primary takeaway from the company's earnings release is that NVIDIA’s business continues to fire on all cylinders, driven by AI and data center demand. The results revealed sequential and year-over-year (YOY) acceleration and outperformance, compounded by hot guidance indicating the same for fiscal Q2 2027. Critical details include the strength in datacenter demand and GPUs, alongside emerging strength in CPUs and other non-datacenter businesses. NVIDIA Today NVDA NVIDIA $216.87 -2.64 (-1.20%) 52-Week Range $129.16 ▼ $236.54 Dividend Yield 0.02% P/E Ratio 33.07 Price Target $303.27 Add to Watchlist The likely outcome is that positive feedback loops strengthen, as indicated by other AI infrastructure names, driving demand for NVIDIA’s products and services at all levels. Among the signals for investors to note is the increase in capital returns. The company has increased its dividend payment by 25X to $1 annually while lifting its buyback authorization by $80 billion. The move indicates the company’s fortress-like financial position and management's confidence in future results. Balance sheet highlights reflect the company’s aggressive acquisitions and investments, with cash down $40 billion or 75% YOY, but that is the worst that can be said. Aside from that, cash is up nearly $3 billion, or 30%, sequentially, to over $13.5 billion, and is expected to increase significantly each quarter, barring further acquisitions. The capital return is...
US PMIs Lead The World As Manufacturing Tops 4-Year Highs, Services Sink Following Japan's ugly PMIs (Services lowest since March 2025) and Europe's disaster (weakest composite EU PMI since late 2023)... ...with prices surging ... All eyes are on the US 'soft' survey data for signs of divergence (or contagion). With US 'hard' data improving notably, the preliminary soft survey data for May was mix...
US PMIs Lead The World As Manufacturing Tops 4-Year Highs, Services Sink Following Japan's ugly PMIs (Services lowest since March 2025) and Europe's disaster (weakest composite EU PMI since late 2023)... ...with prices surging ... All eyes are on the US 'soft' survey data for signs of divergence (or contagion). With US 'hard' data improving notably, the preliminary soft survey data for May was mixed with improved performance in manufacturing was countered by a sluggish service sector . Flash US Services PMI Business Activity Index: 50.9 (April: 51.0). 2-month low. Flash US Manufacturing PMI: 55.3 (April: 54.5). 48-month high. Source: Bloomberg “The damaging economic impact from the war in the Middle East is becoming increasingly evident in the business surveys," according to Chris Williamson, Chief Business Economist at S&P Global Market Intelligence : "The ‘flash’ PMI data for May recorded only modest growth of business activity as demand was again squeezed by a further spike in prices and jobs were cut as firms worried over rising costs and the economic outlook. Coming on the heels of a subdued April reading, the May PMI indicates that the economy will struggle to manage annualized GDP growth of much more than 1% in the second quarter ... However, Williamson notes that even this subdued pace of growth may not last . "On average, over the past three months order book growth has slowed to its weakest for two years, and a boost from precautionary stock building due to concerns over further price hikes and supply delays will not last forever. Demand also looks set to cool further in response to rising prices. "Firms’ costs have jumped higher at a pace not seen since the energy price shock of 2022 and are being passed on to customers in the form of sharply higher selling prices. The survey price gauges therefore indicate that inflation looks set to rise further just as the economy cools.” Finally, while the composite numbers are not that encouraging, on a relative basi...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price target increased by equities research analysts at Argus from $220.00 to $270.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm currently has a "buy" rating on the computer hardware maker's stock. Argus' price objective suggests a potential upside of 21.81% from the company's current price. A number of other e...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price target increased by equities research analysts at Argus from $220.00 to $270.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm currently has a "buy" rating on the computer hardware maker's stock. Argus' price objective suggests a potential upside of 21.81% from the company's current price. A number of other equities research analysts also recently issued reports on the stock. Fundamental Research set a $218.00 price objective on shares of NVIDIA in a research report on Thursday, February 26th. Itau BBA Securities reiterated a "market perform" rating on shares of NVIDIA in a research report on Thursday, February 26th. Citigroup started coverage on NVIDIA in a research report on Wednesday, April 15th. They issued a "buy" rating for the company. Cantor Fitzgerald lifted their price objective on NVIDIA from $300.00 to $350.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th. Finally, Morgan Stanley set a $288.00 target price on shares of NVIDIA in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average target price of $298.69. Get NVIDIA alerts: Sign Up View Our Latest Report on NVIDIA NVIDIA Price Performance NASDAQ NVDA opened at $221.66 on Thursday. The company has a 50-day moving average price of $194.82 and a 200-day moving average price of $188.75. NVIDIA has a 52 week low of $129.16 and a 52 week high of $236.54. The company has a quick ratio of 3.24, a current ratio of 3.91 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $5.37 trillion, a P/E ratio of 45.29, a PEG ratio of 0.69 and a beta of 2.25. NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings data on We...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price target boosted by BNP Paribas Exane from $270.00 to $285.00 in a research report issued on Thursday,MarketScreener reports. The firm presently has an "outperform" rating on the computer hardware maker's stock. BNP Paribas Exane's target price would suggest a potential upside of 28.58% from the company's previous close. Other equities research an...
NVIDIA (NASDAQ:NVDA - Get Free Report) had its price target boosted by BNP Paribas Exane from $270.00 to $285.00 in a research report issued on Thursday,MarketScreener reports. The firm presently has an "outperform" rating on the computer hardware maker's stock. BNP Paribas Exane's target price would suggest a potential upside of 28.58% from the company's previous close. Other equities research analysts have also recently issued reports about the company. Melius Research set a $400.00 price objective on NVIDIA in a research report on Thursday. Weiss Ratings reaffirmed a "buy (b)" rating on shares of NVIDIA in a report on Friday, April 10th. Robert W. Baird set a $500.00 price target on NVIDIA in a research note on Thursday. Piper Sandler reaffirmed an "overweight" rating on shares of NVIDIA in a research note on Thursday, February 26th. Finally, Craig Hallum lifted their target price on shares of NVIDIA from $245.00 to $275.00 and gave the stock a "buy" rating in a report on Thursday. Four equities research analysts have rated the stock with a Strong Buy rating, forty-eight have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, NVIDIA has a consensus rating of "Buy" and an average price target of $298.69. Get NVIDIA alerts: Sign Up Read Our Latest Analysis on NVIDIA NVIDIA Trading Down 0.8% Shares of NVIDIA stock opened at $221.66 on Thursday. NVIDIA has a 52-week low of $129.16 and a 52-week high of $236.54. The firm has a market capitalization of $5.37 trillion, a PE ratio of 45.29, a price-to-earnings-growth ratio of 0.69 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company's fifty day moving average price is $194.82 and its two-hundred day moving average price is $188.75. NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the q...
Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies it could surpass $10 trillion. Analysts at BofA brushed aside the decline in Nvidia shares post earnings, urging investors to look past the short-term volatilit...
Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies it could surpass $10 trillion. Analysts at BofA brushed aside the decline in Nvidia shares post earnings, urging investors to look past the short-term volatility. Nvidia Corp. (NVDA) shares look “remarkably cheap” following the company’s beat-and-raise first quarter (Q1) results, according to analysts at Jefferies. According to TheFly, Jefferies attributed Nvidia's strong Q1 performance to accelerating uptake of Blackwell chips, while raising the price target for NVDA stock to $300 from $275 and maintaining a ‘Buy’ rating. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Nvidia shares were down 1% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the time of writing. Wall Street Sees NVDA Market Cap Soaring Past $10 Trillion Nvidia’s Q1 performance resulted in a slew of price target hikes from Wall Street analysts, with those at Baird being the most bullish about the company’s prospects. Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. The firm has an ‘Outperform’ rating on NVDA. With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies that the figure could soar past $10 trillion. Jefferies remains cautious about whether investors will return to Nvidia shares amid concerns over merchant XPUs and broader compute diversification. Still, the firm says the stock looks "remarkably cheap," with upside earnings potential continuing to expand. Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber echoed similar sentiments in a post on X, stating that “Nvidia has an absurdly reasonabl...
Jefferies credited the accelerating uptake of Blackwell chips for Nvidia’s strong Q1 performance, while raising the price target for NVDA stock to $300 from $275 and keeping a ‘Buy’ rating. Jensen Huang, President and CEO of NVIDIA, listens to a reporter's question during a press conference at the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. (Photo by Ezra Acayan/Getty Images) Loa...
Jefferies credited the accelerating uptake of Blackwell chips for Nvidia’s strong Q1 performance, while raising the price target for NVDA stock to $300 from $275 and keeping a ‘Buy’ rating. Jensen Huang, President and CEO of NVIDIA, listens to a reporter's question during a press conference at the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. (Photo by Ezra Acayan/Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new price target implies it could surpass $10 trillion. Analysts at BofA brushed aside the decline in Nvidia shares post earnings, urging investors to look past the short-term volatility. Nvidia Corp. (NVDA) shares look “remarkably cheap” following the company’s beat-and-raise first quarter (Q1) results, according to analysts at Jefferies. According to TheFly, Jefferies attributed Nvidia's strong Q1 performance to accelerating uptake of Blackwell chips, while raising the price target for NVDA stock to $300 from $275 and maintaining a ‘Buy’ rating. Read Next Loading... Loading... Nvidia shares were down 1% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the time of writing. Wall Street Sees NVDA Market Cap Soaring Past $10 Trillion Nvidia’s Q1 performance resulted in a slew of price target hikes from Wall Street analysts, with those at Baird being the most bullish about the company’s prospects. Baird raised its price target for Nvidia to $500 from $300, implying an upside potential of 124% from the stock’s closing price on Wednesday. The firm has an ‘Outperform’ rating on NVDA. With Nvidia’s market capitalization currently at $5.41 trillion, Baird’s new pri...
When a popular stock doesn't shoot higher after a blowout quarter, the reasons are pretty easy to sniff out. A stock can be richly valued, and even a classic "beat and raise" performance doesn't justify the lofty forward multiples. Sometimes analysts get so far ahead of a company's guidance that exceeding its public expectations still falls short of where Wall Street pros were perched. There could...
When a popular stock doesn't shoot higher after a blowout quarter, the reasons are pretty easy to sniff out. A stock can be richly valued, and even a classic "beat and raise" performance doesn't justify the lofty forward multiples. Sometimes analysts get so far ahead of a company's guidance that exceeding its public expectations still falls short of where Wall Street pros were perched. There could also be subtle hints that storm clouds are looming in the distant future, beyond the near-term enthusiasm. Nvidia (NVDA +0.06%) delivered spectacular results on Wednesday afternoon. It posted the kind of growth that you would never fathom from the wearer of the market cap crown. It didn't check off any of the three obvious scapegoats of market disconnect I singled out earlier. The initial market's reaction was unimpressed. The shares inched slightly lower in after-hours trading, recovering to a flattish performance come Thursday morning ahead of the market open. Has investing in Nvidia become like living in Hogwarts School of Witchcraft and Wizardry? Are the artificial intelligence (AI) bellwether's perpetual feats of bar-raising magic so commonplace that they no longer titillate or stand out? There is still plenty to like amid the chorus of yawning. Let's dig into the joys of market apathy. Playing the long game This is at least the fourth consecutive time that Nvidia shares have shrugged off a strong quarter and meandered or ticked lower. It doesn't matter, as long as you weren't day-trading the post-earnings reaction. Nvidia stock has easily beaten the market, gaining 66% over the past year. In short, Nvidia is a grower, not a shower, during earnings season. As a relatively new Nvidia shareholder -- I followed the company for years, but finally bought into the stock two months ago -- I knew what I was getting myself into. It would take a lot to impress a jaded market after years of witchcraft and wizardry, especially at the quarterly earnings stage. No matter how great ...