$Taiwan Semiconductor (TSM.US)$ just reported earnings; reve...
$Taiwan Semiconductor (TSM.US)$ just reported earnings; revenue +36% Y/Y $23.5B (beat). Gross margin 58%.
$TSM just showed you that the real $ASML issue was $TSM dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
As I said many times $TSM dominates!![]()
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$TSM just showed you that the real $ASML issue was $TSM dominating the foundry business & boxing everyone else out. 3nm & 5nm = 51% of revenue now.
As I said many times $TSM dominates!
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