$AEM SGD (AWX.SG)$ Yesterday, there was news that TSMC's orders were cut, and customers such as Nvidia, Marvell, and Amazon lowered their CoWoS order expectations for 2025 by about 8-10%. Among them, Nvidia's production capacity expectations were lowered by about 40,000-45,000 wafers. As soon as this news came out, the chip sector fell directly.
Coffee on the table liao..
Yesterday, there was news that TSMC's orders were cut, and customers such as Nvidia, Marvell, and Amazon lowered their CoWoS order expectations for 2025 by about 8-10%. Among them, Nvidia's production capacity expectations were lowered by about 40,000-45,000 wafers. As soon as this news came out, the chip sector fell directly.
When the 'experts' comment not to buy....Buy
And do the opposite when they comment to buy...
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