Result beat market expectation

Daniel Jeya Raman : No sell, only buy.

TiA Wong OP Daniel Jeya Raman : Hope so . Let market decide it

Daniel Jeya Raman TiA Wong OP : 35 calls, my friend. I am waiting for the cash...🫡

Money Thrill : Yes, it beat market expectations ...  if we compare  with  month of June 2023 and also from January to June 2023. But revenue was little lower comparing with may 2024. For me not a problem because  i  look at greater picture. So far, so good

TiA Wong OP Money Thrill : Yeap , competition getting heat Samsung it own his way too

MomentumPython1337 TiA Wong OP : they said samsung's yield from fabrication process is much lower than TSM. still can't compete at top of the line. for high end GPUs like  NVDA GB200 probably only TSM can do it reliably

Money Thrill MomentumPython1337 : Yes,  and they buyed several very expensive $ASML Holding (ASML.US)$  QUANTUM LITHOGRAPHY MACHINES.  ... and therefore is capex higher but not at all a problem. That's very normal. The reason is important not the numbers in this case