2024-07-18
A reflection from reviewing ASML's 2Q24 earnings: The stock price was down -12.7% overnight. I reviewed their earnings and the transcripts, and remain confident for stronger H2, and confident of FY2025, and through to FY2030. Market seems more focused on the short-term H1
CNBC
Global chip stocks fell sharply after reports of tighter export restrictions from the US and comments from Trump, who said Taiwan should pay the US for defense
WATCH NOW — Global chip stocks fell sharply, with ASML, Nvidia and TSMC posting declines amid reports of tighter export restrictions …
A reflection from reviewing ASML's 2Q24 earnings: The stock price was down -12.7% overnight. I reviewed their earnings and the transcripts, and remain confident for stronger H2, and confident of FY2025, and through to FY2030. Market seems more focused on the short-term H1
CNBC
The Nasdaq fell 2.77% on July 17, its worst drop since December 2022, with ASML down 12.74%, NVDA down 6.62%, and META down 5.68%; TSMC on the NYSE fell 7.98%
quoted on @Investingcom — saying that Intel is the “only alternative” to TSMC and that they see 100% upside potential. https://www.investing.com/... Travis Hoium / @travishoium : $...
2023-07-21
TSMC on AI demand. “Today, server AI processor demand, which we define as CPUs, GPUs and AI accelerators..., accounts for approximately 6% of TSMC's total revenue. We forecast this to grow at close to 50% CAGR over the next 5-years and increase to a low-teens percent of our...
Nikkei Asia
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net income down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales slump
And Those Of Others Larry Dignan / Constellation Research : TSMC's Q2: 6 takeaways to know CNBC : TSMC reports first profit drop in 4 years as electronics demand slump continues An...
2023-07-20
TSMC on AI demand. “Today, server AI processor demand, which we define as CPUs, GPUs and AI accelerators..., accounts for approximately 6% of TSMC's total revenue. We forecast this to grow at close to 50% CAGR over the next 5-years and increase to a low-teens percent of our...
Nikkei Asia
TSMC reports Q2 revenue down 10% YoY to ~$15.68B and net profit down 23.3% YoY to ~$5.9B, the first quarterly decline since 2019, as all non-AI chip sales lag
Taiwan chipmaker logs quarterly net profit drop on consumer electronics slump — Sluggish demand for smartphones …