Semiconductor family more than has fall eps Q323
Example :
$TSM not beat Q2
$ASML has down
$LRCX beat the expt but not beat Q2
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Asml forecast may not be accurate. Tsmc is ahead of asml and asml follows after. If tsmc is doing great, then there will be a delay of demand increase for asml afterward. So I believe this is a signal that there will be growth in 2024. Asml has to be conservative with guidance.
asml reports and it goes down 4% and the next day tsmc reports and it goes back up 4% . Which one is it, the truth or the spin ?
can you elaborate on your views?