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Semi "Super Week": TSMC’s $17B Profit Goal vs. ASML’s Order Anxiety

TSM is set to report earnings on Thursday. Q1 revenue is expected to surpass TWD 1.13 trillion (≈ $35.6 billion) for the first time, while net profit is projected to jump 50% YoY to TWD 542.6 billion (≈ $17.1 billion). If achieved, this would mark TSMC’s 9th consecutive quarter of profit growth. ASML will report earlier on April 15. Meanwhile, the latest supply chain intelligence indicates that Samsung Electronics has placed a massive order for around 20 EUV lithography machines worth approximately $4 billion for its Pyeongtaek P5 fab.

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    • xc__xc__
      ·00:41

      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉

      The semiconductor world is on fire this week with $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ both reporting in what traders are calling “Semi Super Week,” and the stakes couldn’t be higher. TSMC is expected to smash records on Thursday with Q1 revenue topping TWD 1.13 trillion (roughly $35.6 billion) for the first time ever and net profit surging 50% year-over-year to TWD 542.6 billion (about $17.1 billion) — marking its ninth straight quarter of profit growth on the back of explosive AI demand. Meanwhile, ASML reports earlier today, and the latest supply-chain intel shows Samsung Electronics dropping a massive $4 billion order for around 20 EUV lithography machines for its Pyeon
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      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉
    • Jaydos96DJaydos96D
      ·04-14 16:57
      Wow how coool is this I love it so much 
      看144回复Comment
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      编组 21备份 2Share
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    • xc__xc__
      ·00:41

      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉

      The semiconductor world is on fire this week with $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ both reporting in what traders are calling “Semi Super Week,” and the stakes couldn’t be higher. TSMC is expected to smash records on Thursday with Q1 revenue topping TWD 1.13 trillion (roughly $35.6 billion) for the first time ever and net profit surging 50% year-over-year to TWD 542.6 billion (about $17.1 billion) — marking its ninth straight quarter of profit growth on the back of explosive AI demand. Meanwhile, ASML reports earlier today, and the latest supply-chain intel shows Samsung Electronics dropping a massive $4 billion order for around 20 EUV lithography machines for its Pyeon
      看190回复Comment
      点赞1
      编组 21备份 2Share
      Report
      Semi Super Week Showdown: TSMC’s $17B Profit Explosion vs ASML’s Order Jitters – AI Chip Boom or Supply Chain Crack? 😱📉
    • Jaydos96DJaydos96D
      ·04-14 16:57
      Wow how coool is this I love it so much 
      看144回复Comment
      点赞Like
      编组 21备份 2Share
      Report
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Company: TTMF Limited. Tech supported by Xiangshang Yixin. Email: uservice@ttm.financial