Trends & Emerging Technology

Three of the Ten Most Valuable U.S.-Listed Companies Are Semiconductor-Related: A Lesson in Focus for a Small Country

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Robin’s commentary (as of June 2024; figures not independently verified)

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Collected in Robin Shen’s Field Notes · Content type and attribution are shown above

English translation of the Chinese post originally published 2024-06-04. Translated 2026-10-31 with AI assistance. Historical figures and claims have not been updated or independently verified. 中文原文

Reading guide

The post lists observations from June 3, 2024: the market capitalizations of the three largest U.S.-listed companies were within an 8.6% range and their ranking could change at any moment; four companies had surpassed US$2 trillion; and three of the ten largest were semiconductor-related. Robin concludes that Taiwan, a small country with a small population, cannot pursue everything. Focusing resources on semiconductors and related areas can still have a profound global impact. The only foreign company among the top ten came from Taiwan in Asia. The figures refer to the date stated in the post; their source remains unconfirmed.

Key points

  • As of June 3, 2024, the top three market capitalizations were within approximately 8.6%; not independently verified.
  • Three of the top ten were semiconductor-related; not independently verified.
  • The only foreign company among the top ten came from Taiwan.
  • Conclusion: a small country can focus resources and still profoundly influence the world.
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Full text — English translation

June 3, 2024 1. The market capitalizations of the three largest U.S.-listed companies are within an 8.6% range. Their ranking could change at any moment. 2. Four U.S.-listed companies have market capitalizations exceeding US$2 trillion. 3. Three of the ten largest U.S.-listed companies by market capitalization are semiconductor-related. 4. Taiwan is a small country with a small population. We simply cannot have everything. Focusing resources on semiconductors and related areas should still allow us to have a profound impact on the world. Among the ten largest U.S.-listed companies by market capitalization, there is only one foreign company—and it comes from Taiwan in Asia.

These articles are personal notes, book excerpts, and collected reprints. Figures and events reflect the time of the original publication, are not current information, and do not constitute investment advice.

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