Personally, my take is Tsmc wi

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

Will TSM Go Back to $120 After Earnings?

Revenue was $18.87 billion, increasing 12.9% year-on-year, above management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion! But on the earnings call, management implies the growth potential of semiconductor may be limited. The stock lost 5% yesterday. ---------------- After impressive earnings, will TSM go back to $120 due to the concerns?

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Comments

kiekie
04-18
kiekie
I agree with your perspective on TSMC and ASML.

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