TSMC flags 10% fall in 2023 sales, spending at low end of forecast - Printable Version

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TSMC flags 10% fall in 2023 sales, spending at low end of forecast - lvlrsSTI - 21-07-2023

https://www.thehindu.com/sci-tech/technology/tsmc-flags-10-fall-in-2023-sales-spending-at-low-end-of-forecast/article67101162.ece

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RE: TSMC flags 10% fall in 2023 sales, spending at low end of forecast - sgbuffett - 21-07-2023

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.

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RE: TSMC flags 10% fall in 2023 sales, spending at low end of forecast - lvlrsSTI - 21-07-2023

(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.

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RE: TSMC flags 10% fall in 2023 sales, spending at low end of forecast - lvlrsSTI - 21-07-2023

So this is not a flu but a chronic disease for TSMC.

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RE: TSMC flags 10% fall in 2023 sales, spending at low end of forecast - lvlrsSTI - 21-07-2023

(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

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