$Taiwan Semiconductor (TSM.US)$ released its much anticipated Q1'23 results.
There were surprises and also concerns.
Profits beat expectations after its chip margins held up better than anticipated, assuaging concerns about fallout from a plunge in global electronics demand.
But, the outlook continues to be lowered.
So what could we deduce from its Q1'23 earnings?
1. Topline grew YoY on Taiwan Dollar basis, lower in USD basis
Re...

$Taiwan Semiconductor (TSM.US)$
Grass

$Taiwan Semiconductor (TSM.US)$ $Intel (INTC.US)$ Assuming Intel’s 18A is an equivalent process to TSMC’s N2 – 1.8nm vs 2nm if the numbers mean anything – then Intel might be on track for upsetting TSMC’s reign as process technology leader.
At TSMC’s recent results call, CEO C.C. Wei said:  “Our progress so far today for the N2 is on track. And all I want to say is, yes, at the end of 2024, you will enter the risk production. 2025, it will be in production, probably close to the second hal...

$Taiwan Semiconductor (TSM.US)$ Fuck Taiwan Semiconductor! Refund!

$Amazon (AMZN.US)$ The company is, of course, most famous for its e-commerce business, though it actually makes far more of its profits from cloud computing. And now, it plans to spend billions of dollars to build another brand new business.In space.
Well, on Tuesday morning, Amazon announced plans to kick Project Kuiper into high gear, revealing it had signed contracts with Arianespace (largely owned by Airbus and S...

$Mullen Automotive (MULN.US)$ Takeoff $7

$Mullen Automotive (MULN.US)$ y’all predicting up or down?

$Netflix (NFLX.US)$ doesn’t want you to share passwords anymore.
The company that tweeted “love is sharing a password” in 2017 appears to have reversed course. Instead, it’s now looking for ways to stop having joint accounts, and instead get their own.
That’s at least according to new reports that the company is testing a new feature that will try and stop peopl...

$Mullen Automotive (MULN.US)$ Lower it a bit, wait for me to get on the car, take me to the moon.

$Boeing (BA.US)$ Pray that someone will survive