$Taiwan Semiconductor (TSM.US)$- the company that is $28B away from crossing $1T in market cap reported earnings this morning: ✅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...
$ASML Holding (ASML.US)$CEO Christophe Fouquet noted that while AI continues to be seen as a key driver for industry recovery with potential upside, recovery in other sectors has been slower than anticipated, causing "customers to be more cautious, with some investment plans delayed." He specifically mentioned slow demand recovery in the automotive, mobile, and PC markets. ASML will also slow down its short-te...
10baggerbamm
:
The only risk is China to the company and obviously Taiwan semiconductor is building fab facilities in other countries including Arizona however these are much smaller in size than what is in Taiwan and they will generate lower profits because they're smaller and they're not gonna be up online for a few years. So that is the risk is what will Is China do. Aside from that the company is firing on all cylinders they have outstanding management their customers are the hyper scalers and every other company around the world they're building for
Breaking news here. TSMC's quarterly profit rose 54% to NT$325.3 billion (US$10.1 billion) seeing growth across most of its divisions. So, this could be seen as a win, not just for TSMC but for Nvidia$NVIDIA (NVDA.US)$and Apple$Apple (AAPL.US)$in particular. TSMC is the key chipmaker to Apple $AAPL, accounting for 25% of TSMC's revenue and Nvidia $NVIDA, accounting for 10% of TSMC revenue. So given TSMC ...
$Intel (INTC.US)$I read earlier that Intel had booked all of ASML production capacity for their EUV systems. However, the recent earnings and forward guidance from ASML and do not reflect this. Has Intel pulled back on the investment?
✅Revenue: $23.5B vs. $23.3B expected
✅EPS: $0.39 vs. $0.36 expected
✅Operating margin: 47.5% vs. 44.0% expected
✅The world’s largest contract chip manufacturer and a leader in cutting-edge semiconductor technology, particularly in producing chips at advanced nodes like 5nm and 3nm.
✅Long-term contracts with major clients like Apple, Nvidia, and AMD provides a steady revenue str...
If you want your semiconductor stocks to go up.. Just buy TSM.
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$Advanced Micro Devices (AMD.US)$
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TSMC is the key chipmaker to Apple $AAPL, accounting for 25% of TSMC's revenue and Nvidia $NVIDA, accounting for 10% of TSMC revenue. So given TSMC ...
Since its Q2 2024 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ has seen an increase of 11.42%.
How will the market react to the upcoming results⁉️
They are releasing its Q3 2024 earnings on October 17 before the bell.
This $Taiwan Semiconductor (TSM.US)$ could be the next sleeping giant closest to $NVIDIA (NVDA.US)$...
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