I think TSMC should do well an

I think TSMC should do well and added some shares during the recent days market pull back.

With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China.

I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.

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bostonxsgp
04-17
bostonxsgp
ok

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