The reason the market is “killing” TSMC is: capital expenditures are being raised → depreciation eats into gross margin.


Open up this quarter’s financial report:
Revenue +36%, gross margin 67.7%.
This quarter, the transmission chain the market was worried about didn’t happen.
But—this doesn’t mean you should buy.⬇️
(Research analysis, not investment advice · DYOR)
TSM4.39%
View Original
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 1
  • Repost
  • Share
Comment
Add a comment
Add a comment
Dannyw
· 07-20 07:21
The market has been oscillating narrowly for two weeks. It is expected that after another 1–3 weeks of further oscillation, a strong rebound will follow, but it will only be a rebound and will be difficult to exceed 83,000 again.
View OriginalReply0
  • Pinned