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30分鐘內講完每一家市值達兆美元的公司

30分鐘內講完每一家市值達兆美元的公司

這部影片以近 27 分鐘的篇幅回顧所有市值達到萬億美元級別的企業,重點聚焦科技業的巨頭與其背後推動價值成長的因素。內容指出,截至 2025 年中,全世界共有九家公司曾成功突破萬億市值大關,其中包括 Nvidia、Microsoft、Apple、Amazon、Alphabet、Meta、Broadcom、台積電(TSMC),以及唯一非科技業者 Berkshire Hathaway。

影片進一步介紹每家公司的市值排行與商業模式。Nvidia 由於在 AI 晶片市場的領導地位,其市值在 2025 年已達約 4 兆美元,成為市值最高的企業之一。Microsoft 號稱 AI 投資與雲端服務雙驅動,市值約 3.7 兆;Apple 則受益於 iPhone 和服務生態系統成長,市值約 3.1 兆美元。Amazon、Alphabet、Meta 順序緊隨,而 Broadcom 和 TSMC 也因其在半導體與基礎設施的影響力進入此級別;Berkshire Hathaway 則是唯一屬於保險與多元產業的公司,於 2024 年 8 月加入名單 ([bankrate.com][2])。

影片也闡明主要因素,包括科技創新(尤其 AI)、龐大而穩定的使用者或客戶基礎、卓越財務造血能力,以及擴張和收購策略的運用。此外指出,疫情後的 AI 浪潮及晶片供應需求急速拉動這些公司的估值上升。

總結而言,影片簡明易懂地描繪了萬億市值企業的輪廓,以及它們如何以創新技術、市場主導力與全球商業擴張來維持領先地位。

How did Morris Chang establish TSMC, currently valued at 897 Billion US dollars, at the Age of 55

How did Morris Chang establish TSMC at Age 55, currently valued at 897 Billion US dollars

Morris Chang founded TSMC in 1987 at age 55, revolutionizing the semiconductor industry with the innovative business model of a dedicated foundry, focusing solely on chip manufacturing while clients specialized in design. Despite setbacks, including being forced to leave General Instrument in 1983, Chang leveraged his extensive experience at Texas Instruments and as an advisor at ITRI to propose the idea of “specialized IC manufacturing services” at 55. With support from Taiwan’s government and investments from ITRI and Philips, he assembled top talent and built on ITRI’s semiconductor expertise to establish TSMC. Starting with 220 employees, TSMC grew to become the world’s largest foundry, cementing Taiwan’s global semiconductor leadership and proving that entrepreneurship thrives on vision and execution, regardless of age.

TSMC and Intel Net Income Comparison 2024Q2

TSMC and Intel Net Income Comparison 2001 Q1 to 2024 Q2 | TSMC (Net Income 8.2 billion) dominates Intel (Net Income – 1.6 billion) in the semiconductor foundry market.

We compared the quarterly net profits of the two leading semiconductor foundries in the world, TSMC and Intel, covering the period from the first quarter of 2001 to the second quarter of 2024. It can be seen that for most of the time before 2020, Intel’s net profit was greater than TSMC’s. However, starting in the second quarter of 2022, TSMC’s net profit surpassed Intel’s, thanks to its technological advantage in semiconductor foundry services. Over the past two years, Intel has even experienced losses in the first two quarters of 2024, while TSMC has consistently maintained profitability every quarter for more than 23 years, which is quite impressive. We also analyzed the significance behind this shift in profitability, including Intel’s decision in 2021 to re-enter the foundry market and the competition and challenges it has faced since then.