Semiconductor stocks swing: What's next?

$ASML Holding (ASML.US)$ and $Taiwan Semiconductor (TSM.US)$ have released their Q2 2024 earnings reports, causing sharp fluctuations in the Show More

$ASML Holding (ASML.US)$ and $Taiwan Semiconductor (TSM.US)$ have released their Q2 2024 earnings reports, causing sharp fluctuations in the share prices of many semiconductor stocks such as $NVIDIA (NVDA.US)$ , $Arm Holdings (ARM.US)$ and $Qualcomm (QCOM.US)$ .

On July 17, $ASML Holding (ASML.US)$ reported earnings that beat market expectations but fell short of earnings guidance. Coupled with a Bloomberg report on the Biden administration's plan to impose stricter regulations on China's chip exports potentially, semiconductor stocks fell collectively.

Before the bell on July 18, $Taiwan Semiconductor (TSM.US)$ announced earnings results, with earnings and earnings guidance beating market expectations. Semiconductor stocks rose en masse during the earnings call (overnight) before retreating.

🎙️Discussion: What do you think the future holds for AI? What do you think about your investing in the future?

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Moomoo News Global

Jul 18 06:48

Columns Semiconductor Stocks Plunge: Opportunity or Risk?

Semiconductor stocks suffered a brutal sell-off on Wednesday, with the $PHLX Semiconductor Index (.SOX.US)$ dropping nearly 7%, marking its worst performance since 2020. $ASML Holding (ASML.US)$ plunged more than 12%, while $Applied Materials (AMAT.US)$, $Advanced Micro Devices (AMD.US)$, $Marvell Technology (MRVL.US)$, and $Lam Research (LRCX.US)$ all fell more than 10%, and $NVIDIA (NVDA.US)$ dropped 6.6%.
What Happened?
The sharp decline in the semico...

Semiconductor stocks swing: What's next?

Moo Earnings

Jul 15 21:41

TSM Q2 Earnings Preview: Grab rewards by guessing the opening price!

TSM is releasing its Q2 earnings on July 18 before the bell.
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%. How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...

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Semiconductor stocks swing: What's next?

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102362254 : Driven by high demand in semiconductor manufacturing, particularly in AI applications, $Taiwan Semiconductor (TSM.US)$ is expected to achieve good revenue growth in Q2 2024. Analysts predict TSM’s EPS for the same quarter to rise to $1.42, up from $1.14 last year, highlighting improved profitability and efficiency. The market sentiment remains very positive, with nine "Buy" ratings and no "Sell" ratings, reflecting strong investor confidence.

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Hase Investment King : $Taiwan Semiconductor (TSM.US)$ supplies advanced semiconductors to major tech companies like $NVIDIA (NVDA.US)$ and $Apple (AAPL.US)$ .
As the leading chip manufacturer, TSMC plays a critical role in producing AI chips for Nvidia and various components for Apple's devices.
Apple has recently made significant moves to secure TSMC's advanced chip manufacturing capacity. In particular, Apple has booked 100% of TSMC's 3nm chip production for its latest devices, including the A17 Pro chip used in the iPhone 15 Pro, and the M3 chips used in Macs. This exclusive deal ensures that Apple remains at the forefront of chip technology with significant performance and efficiency improvements over previous generations.
Furthermore, Apple is expected to be the first to receive TSMC's 2nm chips, which are slated for use in future products such as the A19 chip in the iPhone 17 Pro and the M5 chips for Macs. The transition to 2nm technology involves adopting more advanced manufacturing processes, promising faster speeds and greater efficiency.
This broad customer base ensures TSMC benefits from the growth in multiple high-tech markets, including AI, automotive, and consumer electronics.
The company's strategic position and technological expertise underpin its strong growth prospects and make it a vital part of the global semiconductor supply chain.

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AnnYeo God of Money : $Taiwan Semiconductor (TSM.US)$ has strong earnings prospects for the coming quarters. Analysts forecast earnings per share (EPS) of $1.34, representing a 17.5% increase from the previous year, and revenue is expected to reach $20 billion, a 27.9% YOY.
In Q1 2024, TSM reported an EPS of $1.38, beating the consensus estimate of $1.29, with revenue of $18.87 billion, also surpassing expectations. The company is projected to achieve significant earnings growth, with analysts predicting a 28.41% increase in EPS for the full year 2024, rising from $6.16 to $7.91.
The stock is valued at a market cap of $956 billion and has shown impressive returns over the past decade, driven by the increasing demand for semiconductor products in various sectors, including personal computing, communications, automotive, and consumer electronics.
Overall, it's positive. However, you never know what the buyer/ seller thought... just like $Tesla (TSLA.US)$

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Adam h : 195

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70785290 : Up up

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Moo Live

Jul 18 00:58

TSMC Q2 2024 earnings conference call

Semiconductor stocks swing: What's next?

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tehbing

Jul 18 15:59

$NVIDIA (NVDA.US)$
Excited on NVDA next week
+600% gain so far day trading mostly on Nvda

Semiconductor stocks swing: What's next?

220

102551295

Jul 18 02:51

Buy from 2019 and hold till now

Semiconductor stocks swing: What's next?

Moomoo News Global

Jul 15 06:55

Columns TSMC Q2 Earnings Preview: Can Price Hikes and Capex Plans Propel Shares Beyond $200?

The leading global foundry company, $Taiwan Semiconductor (TSM.US)$, is set to unveil its second-quarter earnings for 2024 before the market opens on July 18. Thanks to the sustained AI boom and favorable factors such as price hikes, TSMC has seen a cumulative surge of over 81% this year, significantly outperforming the Philadelphia Semiconductor Index's 38%. The company's market cap surpassed the $1 trillion mark...

Semiconductor stocks swing: What's next?

Options Newsman

Jul 18 20:08

Columns Options Market Statistics: Nvidia, Chip Stocks Rebound After Sell-Off, Options Pop

News Highlights
$NVIDIA (NVDA.US)$ ended 2.63% higher. Its options trading volume was 4.79 million. Call contracts account for 61.2% of the total trading volume. The $130 calls expiring July 19 were traded most actively.
Nvidia and other semiconductor stocks with exposure to China rebounded early Thursday after a sharp sell-off on Wednesday due to geopolitical concerns. Despite a 6.8% drop in the $PHLX Semiconductor Index (.SOX.US)$ on Wednes...

Semiconductor stocks swing: What's next?

lauwaijen

Jul 23 06:31

頑張って”

My first lesson in stock trading. Portfolio rely too heavily on Ai industry. And personal emotion shouldn't meddle in decision-making.

Semiconductor stocks swing: What's next?

Options Newsman

Jul 17 20:08

Columns Options Market Statistics: Nvidia Shares Plunge Over 6% on Geopolitical Concerns in Chip Sector, Options Pop

News Highlights
$NVIDIA (NVDA.US)$ ended 6.62% lower. Its options trading volume was 5.91 million. Call contracts account for 59.6% of the total trading volume. The $130 calls expiring July 19 were traded most actively.
Global chip stocks, including AI giant Nvidia, $Taiwan Semiconductor (TSM.US)$, and $ASML Holding (ASML.US)$, tumbled on Wednesday. This decline followed the Biden administrat...

Semiconductor stocks swing: What's next?

Options Newsman

Jul 22 19:49

Columns Options Market Statistics: Big Tech Stocks Surge on Monday, Boosting S&P 500 and Nasdaq Gains

News Highlights
$NVIDIA (NVDA.US)$ rose 4.76%. Its options trading volume was 3.32 million. Call contracts account for 64.8% of the total trading volume.
Nvidia is reportedly designing a new variant of its most powerful GPU specifically for the Chinese market, with shipments expected to begin in the second quarter of 2025. This move comes despite concerns over restrictions from the U.S. and allies on sel...

Semiconductor stocks swing: What's next?

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