$Taiwan Semiconductor(TSM.US$ GDP not good and sticky inflation TSMC also severely affected?
$Taiwan Semiconductor(TSM.US$ the current stock price is an insult to the earnings.
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$Taiwan Semiconductor(TSM.US$ Growth in Two Major Industries Doubled
TSMC reportedly talked about growth prospects for the two markets in the future, but gave a disappointing outlook to the market after the first quarter's earnings announcement. Overnight futures on Taiwanese stocks have also risen by more than 40 points from the opening trade and have now fallen by more than 120 points 📉
First, with regard to the automotive market, TSMC last said that it could grow throughout the year; but now it is correcting the view and anticipating a recession this year!
As part of the global Wafer Substitute Industry's output value, TSMC has previously stated that TSMC's annual revenue growth rate will be 20% higher than the global Wafer Substitute Industry average. This time, however, he believes that the production value of the wafer-based industry will grow by 10% this year, compared to last year's estimate.
TSMC reportedly talked about growth prospects for the two markets in the future, but gave a disappointing outlook to the market after the first quarter's earnings announcement. Overnight futures on Taiwanese stocks have also risen by more than 40 points from the opening trade and have now fallen by more than 120 points 📉
First, with regard to the automotive market, TSMC last said that it could grow throughout the year; but now it is correcting the view and anticipating a recession this year!
As part of the global Wafer Substitute Industry's output value, TSMC has previously stated that TSMC's annual revenue growth rate will be 20% higher than the global Wafer Substitute Industry average. This time, however, he believes that the production value of the wafer-based industry will grow by 10% this year, compared to last year's estimate.
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$Taiwan Semiconductor(TSM.US$ TSMC ANNOUNCES Q1 FINANCIAL REPORT, NET PROFIT AFTER TAX OF $2254 BILLION, EPS OF $8.7 MILLION, FAR HIGHER THAN MARKET EXPECTATIONS!
The first quarter gross margin was 53.1% and the revenue was 42%, respectively, reaching the average and high values of previous estimates! Net profit after tax 38%, the whole number is better than market expectations 👍
The first quarter gross margin was 53.1% and the revenue was 42%, respectively, reaching the average and high values of previous estimates! Net profit after tax 38%, the whole number is better than market expectations 👍
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$Taiwan Semiconductor(TSM.US$ why is the selling when most AI chips are manufactured by TSMC?
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$Apple(AAPL.US$ Intel presented the actual Gaudi 3 AI chips and the stock price hardly move. Rumours about Apple M4 chips with AI capability sent the price up 4%. ? Intel have a lot to learn from Apple.
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$Taiwan Semiconductor(TSM.US$ Most companies developing AI chips need to rely on TSMC for production. The situation should be bulllish.
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$Apple(AAPL.US$
link, Apple finally has a way to defeat ChatGPT | Digital Trends
Apple is reportedly working on a large language model (LLM) referred to as ReALM, which stands for Reference Resolution As Language Modeling. Made to give Siri a boost and help it understand context, the model comes in four variants, and Apple claims that even its smallest model performs on a similar level to OpenAI’s ChatGPT.
link, Apple finally has a way to defeat ChatGPT | Digital Trends
Apple is reportedly working on a large language model (LLM) referred to as ReALM, which stands for Reference Resolution As Language Modeling. Made to give Siri a boost and help it understand context, the model comes in four variants, and Apple claims that even its smallest model performs on a similar level to OpenAI’s ChatGPT.
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