Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.
ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments