KHILWA
2023-10-20

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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Comments

  • fizzik
    2023-10-20
    fizzik

    Asml的预测可能不准确。Tsmc领先于asml,asml紧随其后。如果tsmc做得很好,那么之后对asml的需求增长将会延迟。所以我相信这是2024年会有增长的信号。Asml在指导上必须保守。

    • KHILWA
      不错的信息,但asml当前体育非公允价值
  • mizzle
    2023-10-20
    mizzle

    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 ?

  • jingli
    2023-10-20
    jingli

    can you elaborate on your views?

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