The Semiconductor selection includes companies and ETFs in the Philadelphia Semiconductor Index (SOX Index) which is a key indicator for measuring global trends and performance in the semiconductor industry. Changes in the stocks that make up the SOX index reflect the overall trends and opportunities of the semiconductor industry. The SOX index is also used for research and investment in semiconductor ETFs. Refer to the Philadelphia Semiconductor Index (SOX index) for more details.
There is only one supplier and irreprecable monopoly. Wouldn't it be fun to see if TSMC was selling their chips at 4x and NV at 1x?
✅Revenue: $23.5B vs. $23.3B expected
✅EPS: $0.39 vs. $0.36 expected
✅Operating margin: 47.5% vs. 44.0% expected
✅The world’s largest contract chip manufacturer and a leader in cutting-edge semiconductor technology, particularly in producing chips at advanced nodes like 5nm and 3nm.
✅Long-term contracts with major clients like Apple, Nvidia, and AMD provides a steady revenue str...
• Revenue +36% Y/Y $23.5B ($0.2B beat).
• Gross margin 58% (+4pp Y/Y).
• Operating margin 47% (+6pp Y/Y).
• Capex $6.4B.
• EPADR $1.94 ($0.15 beat).
3nm & 5nm were 20% & 32% of revenue.
No more sigh tonight, hopefully!🤞
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