Semiconductor family more than has fall eps Q323
Example :
$TSM not beat Q2
$ASML has down
$LRCX beat the expt but not beat Q2
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.
Comments
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。
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 ?
can you elaborate on your views?