AndrewL
2022-11-07

Ok

@coolguy001：
$Taiwan Semiconductor Manufacturing(TSM)$ hi everyone here. I would appreciate a conversation i.e. written replies rather than down ratings, to my earlier point on Taiwan's stable low inflation economy. Right now it seems that their coming financial year will be greatly boosted by a strong dollar and their inflation i.e. they can raise local prices to the same previous dollar value given their virtual monopoly. I see a much higher margin this year for them simply due to the fact that Taiwan is not experiencing rampant inflation i.e. their central bank is not increasing rates so raising business costs which are passed on to the consumer. Does anyone see this Fed policy as self defeating btw?
$Taiwan Semiconductor Manufacturing(TSM)$ hi everyone here. I would appreciate a conversation i.e. written replies rather than down ratings, to my earlier point on Taiwan's stable low inflation economy. Right now it seems that their coming financial year will be greatly boosted by a strong dollar and their inflation i.e. they can raise local prices to the same previous dollar value given their virtual monopoly. I see a much higher margin this year for them simply due to the fact that Taiwan is not experiencing rampant inflation i.e. their central bank is not increasing rates so raising business costs which are passed on to the consumer. Does anyone see this Fed policy as self defeating btw?

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.

Report

Comment（1）

  • Top
  • Latest
  • Ag1718
    ·2022-11-20
    👍🏻🍭
    Reply
    Report