$Taiwan Semiconductor (TSM.US)$ updated its 2024 CapEx guida...

$Taiwan Semiconductor (TSM.US)$ updated its 2024 CapEx guidance to $30-32 billion (vs. the previous $28-32 billion) during its earnings call today. For TSMC's equipment suppliers, simply raising the lower limit of the CapEx range is not a particularly strong positive factor for their stock prices, which have already risen significantly. Moreover, since TSMC is not expected to announce its 2025 CapEx until January 2025, the stock performance of TSMC's equipment suppliers in the coming months will primarily depend on recent revenue and EPS announcements.