21-07-2023, 11:17 AM
21-07-2023, 11:56 AM
Semi conductor is cyclical
Sometimes too many orders sometimes not enough order.
This is not a real problem ...it is the nature of the business.
Just wait for things to get worse.then buy the stock.
Sometimes too many orders sometimes not enough order.
This is not a real problem ...it is the nature of the business.
Just wait for things to get worse.then buy the stock.
21-07-2023, 12:01 PM
(21-07-2023, 11:56 AM)sgbuffett Wrote: [ -> ]Semi conductor is cyclical
Sometimes too many orders sometimes not enough order.
This is not a real problem ...it is the nature of the business.
Just wait for things to get worse.then buy the stock.
The root cause is US chip ban on China that affects the production & sales of TSMC and Samsung etc. China consumes 1/3 of chips in the world.
21-07-2023, 12:03 PM
So this is not a flu but a chronic disease for TSMC.
21-07-2023, 12:10 PM
(21-07-2023, 11:56 AM)sgbuffett Wrote: [ -> ]Semi conductor is cyclical
Sometimes too many orders sometimes not enough order.
This is not a real problem ...it is the nature of the business.
Just wait for things to get worse.then buy the stock.
TSMC is actually on the uptrend but the U.S. chip ban kills its potential profits