*Click hereGo to class, or follow @牛牛課堂, Get more investment dry goods and greatly improve your investment skills!
Last night (July 17), the semiconductor sector in the US stocks performed badly, $ASML Holding (ASML.US)$、 $Super Micro Computer (SMCI.US)$、 $Qualcomm (QCOM.US)$、 $NVIDIA (NVDA.US)$、 $Taiwan Semiconductor (TSM.US)$Both fell heavily, falling between about 8% and 12%. With this in mind, TSMC today (before the July 18 close), what kind of chemical reaction do you think will lead to?
In fact, regardless of the short-term trend, from the perspective of long-term investment, it is necessary to return to the analysis of the fundamentals. Bull sir is here today to take a look at TSMC Q1 results and recent fundamentals, and then give Q2 results a key focus.
Semiconductor chip industry, known as the pearl of modern technology. while $Taiwan Semiconductor (TSM.US)$, is one of the key enterprises in the chip industry chain.
As the leader of the global wafer broker, TSMC's performance has also fluctuated with the cycle of the global chip industry, and the company's stock price has also fluctuated enormously in recent years. And since May, Apple's price cut promotions have boosted demand for high-end phone chips, coupled with the ongoing heat of demand for data centers, TSMC...