TSMC and ASML declined after financial results, and the SOX index also declined
Two companies with important positions in the global semiconductor industryRecently, financial results were announced. It is the only company in the world that manufactures cutting-edge exposure measures $ASML Holding(ASML.US)$and the world's largest semiconductor contract manufacturing (foundry) $Taiwan Semiconductor(TSM.US)$ that's it.The financial results announcements of both companies were disgusted, and not only stock prices but also the SOX index(Philadelphia Semiconductor Stock Index) tooDeclineI did it. However,Risk-aversion movements that were wary of a sharp rise in US 10-year bond yields also encouraged profit-making salesIt seems that they did it.
This timeWhat was mainly disliked about the financial results of both companiesI would like to take a look at it along with the financial results. Also, both companiesConfirmed the outlook for the semiconductor market in general and demand for AI semiconductors shown at the financial results briefingI decided to try it out.
ASML
ASML's largest customer(Bloomberg data...

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