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$PING AN(02318.HK$ Work hard, work to the beginning of the word 2
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Taiwan Semiconductor (Taiwan Semiconductor) shares fell about 5% after the recent release of the second-quarter earnings report. The results were somewhat mixed. Specifically, the semiconductor manufacturing giant is currently facing several industry headwinds, leading to unstable demand dynamics, which in turn has had a negative impact on its short-term financial situation.
For the rest of the year, although $Taiwan Semiconductor(TSM.US$ TSMC is likely to continue to face this kind of pressure, but it is expected that starting next year, the situation will improve substantially. As macroeconomic uncertainty gradually eases, demand for semiconductors will revive, and the overall performance of the semiconductor industry is expected to rebound strongly.
Overall, I think TSMC's stock price is drastically discounted compared to the company's future profit growth expectations. This may indicate that the recent decline in stock prices is a good opportunity to buy the company's stock. Therefore, I am bullish on TSMC's stock.
Negative effects
As the semiconductor industry is going through a downturn cycle, TSMC's business has recently faced some challenges. As a leading semiconductor foundry, TSMC helps $Apple(AAPL.US$ apple, $NVIDIA(NVDA.US$ The world's largest technology companies, such as Qualcomm (Qualcomm), and AMD, use their proprietary technology to bring their chips to life.
The current short-term slump may be due to a combination of factors...
For the rest of the year, although $Taiwan Semiconductor(TSM.US$ TSMC is likely to continue to face this kind of pressure, but it is expected that starting next year, the situation will improve substantially. As macroeconomic uncertainty gradually eases, demand for semiconductors will revive, and the overall performance of the semiconductor industry is expected to rebound strongly.
Overall, I think TSMC's stock price is drastically discounted compared to the company's future profit growth expectations. This may indicate that the recent decline in stock prices is a good opportunity to buy the company's stock. Therefore, I am bullish on TSMC's stock.
Negative effects
As the semiconductor industry is going through a downturn cycle, TSMC's business has recently faced some challenges. As a leading semiconductor foundry, TSMC helps $Apple(AAPL.US$ apple, $NVIDIA(NVDA.US$ The world's largest technology companies, such as Qualcomm (Qualcomm), and AMD, use their proprietary technology to bring their chips to life.
The current short-term slump may be due to a combination of factors...
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$第一共和银行(FRC.US$ Is it going to be $10 today?
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$GUANZE MEDICAL(02427.HK$ The day of collapse is getting closer
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$PacWest Bancorp(PACW.US$ Can I buy it?
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$Futu Holdings Ltd(FUTU.US$ When I was young, I heard people say “dogs can't change their poop”, which means a person's bad habits can't be changed. Two weeks ago, I saw the emperor in the news saying “he has always supported private enterprises; private enterprises are brothers,” and I thought this dog doesn't eat poop anymore?! Unexpectedly, in less than two weeks, the emperor would slap himself in the face again.
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$Alibaba(BABA.US$ Heaven lost my morning
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