$Taiwan Semiconductor (TSM.US)$ TSMC will announce its lates...
$Taiwan Semiconductor (TSM.US)$ TSMC will announce its latest second quarter financial results on July 18. The market expects TSMC's second quarter revenue to increase by 35.88% year-on-year to 653.3 billion 45 million Taiwan dollars, and the earnings per share to increase by the same 29.13% to 45.83 Taiwan dollars. At the close of trading on July 15, TSMC fell by a slight 1.14% to end trading at $185.22. It has been reported that Nvidia has significantly increased its AI GPU foundry orders to TSMC by at least 25%. Industry insiders also noted that TSMC's 2nm process has entered trial production this week, with plans for mass production by 2025. Apple has received the first major order for 2nm, which will be used in the iPhone 17. In major banking news, a Goldman Sachs analyst raised TSMC's 12-month target stock price by 19% to $218.
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麦マル : Individual investors always have expectations and anxiety, endure with the word shinobi, and always blossom again just wait for time
There is no deterioration, and conversely, the performance of NVIDIA, TSMC, MU, etc. is always in a positive state
In the future environment surrounding these future-creating companies , new tools such as new chips and memories will appear in the world starting this fall
The US market is now in the summer , and stock prices have soared and heated up too much, mainly semiconductors
As a guideline, there should be a change in NVIDIA's next financial results in the market price from around late August next month
Moreover, the presidential election once every 4 years is ahead
Flagship of future-creating companies
That is NVIDIA
Together with related companies leading the world
I would like to entrust my dreams and hopes to the growth of future-creating companies and grow together
Strong hold 1 point
I will continue to learn by referring to everyone's comments and explanations
Thank you for your kind attention