shaunlohloh
2022-04-30

Hi

@BobbyLopez：
Meta announced this year Capex remain unchanged, this year focus still in investing capability to strengthen their Family Apps business and enhancing AI capability. This means will bought more CPU, GPU and Network devices. Main suppliers are TSM customers. Qualcomm results beat the estimate, and give good guidance, as Qualcomm has increased the loading to TSM, means the narrative of softening of HP demand is unwarranted. Samsung and Hynix also have record revenue and profit, proof Semiconductors as a sector is doing very well, as for the report that state Semiconductor inventory build up, wonder where they got the fact from? Or just a make up story?$Taiwan Semiconductor Manufacturing(TSM)$
Meta announced this year Capex remain unchanged, this year focus still in investing capability to strengthen their Family Apps business and enhancing AI capability. This means will bought more CPU, GPU and Network devices. Main suppliers are TSM customers. Qualcomm results beat the estimate, and give good guidance, as Qualcomm has increased the loading to TSM, means the narrative of softening of HP demand is unwarranted. Samsung and Hynix also have record revenue and profit, proof Semiconductors as a sector is doing very well, as for the report that state Semiconductor inventory build up, wonder where they got the fact from? Or just a make up story?$Taiwan Semiconductor Manufacturing(TSM)$

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