Apple99
2022-11-04

go
@bingoo：
$Taiwan Semiconductor Manufacturing(TSM)$ With Taiwan inflation below 3% and stable versus rest of world around 10%, then with most of its production supply chain local in Taiwan ( but not new expanded production capital equipment ) then ASPs must go up with target economy rising prices while local fixed costs remain largely untouched. And with reduced capex this year (10% down) to match expected future production.
$Taiwan Semiconductor Manufacturing(TSM)$ With Taiwan inflation below 3% and stable versus rest of world around 10%, then with most of its production supply chain local in Taiwan ( but not new expanded production capital equipment ) then ASPs must go up with target economy rising prices while local fixed costs remain largely untouched. And with reduced capex this year (10% down) to match expected future production.

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