TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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$ASML Holding (ASML.US)$ According to Taiwan Electronic Time...
$ASML Holding (ASML.US)$ According to Taiwan Electronic Times, industry sources reported that ASML and taiwan semiconductor high-level executives will begin negotiations on equipment procurement for 2025. ASML will not reduce prices, but instead aims to increase them by 3-5%.
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16055153 : Stopped purchasing Intel, Samsung postponed orders, asml still has confidence to raise prices, Dreaming too beautifully.
十年未晚 16055153 : Are there only two companies in need?
102514703 16055153 : Helping you to supplement, the largest customer china is also lost, the most profitable maintenance of packages, only one major customer, just wait for the price to be negotiated.
Wilson1229 : There is a moat, otherwise do you think the high stock price is artificially inflated? Buy on dips.
105251507 : of course it raise price because their big customer (china) getting more sanction after trump or kamala win..they need more revenue to cover it..still asml will never reach the profit the same way before china got sanction
Lucky Dog An : The increase is a bit less, it should increase by 30%. Taiwan Semiconductor should be able to spit out such good profits.
Lucky Dog An 102514703 : Industry monopoly,