ASML « Terug naar discussie overzicht

quote:

Toert schreef op 16 april 2020 08:05:

TSMC: Winst eerste kwartaal 90.6% hoger "on strong demand for faster chips". Die EUV machientjes zullen dan nog zo geen slechte investering zijn.

De smeerlappekes spreken zich echter nergens uit over de outlook voor Q2.

Dit is wat ik in Bolero vond :
TAIPEI, April 16 (Reuters) - Taiwan Semiconductor
Manufacturing Co Ltd (TSMC) , TSM.N , the world's
largest contract chipmaker, posted a 90.6% rise in first-quarter
net profit on Thursday on strong demand for faster chips.
TSMC, whose clients include tech companies such as iPhone
maker Apple Inc , said profit in the January to March
period was T$116.98 billion ($7.11 billion). That is higher than
the T$105.83 billion average of 19 analyst estimates compiled by
Refinitiv.
Revenue rose 45.2% to $10.31 billion, versus the company's
previous estimated range of $10.2 billion to $10.3 billion.

quote:

AnalytischDenker schreef op 16 april 2020 09:16:

[...]

“Our first quarter business declined less than seasonality, due to the increase in HPC-related demand and the continued ramp of 5G smartphones,” said Wendell Huang, VP and Chief Financial Officer of TSMC. “Moving into second quarter 2020, we expect our revenue to be flattish, as weaker mobile product demand is expected to be balanced by continued 5G deployment and HPC-related product launches. Based on our current business outlook, management expects the overall performance for second quarter 2020 to be as follows”:

• Revenue is expected to be between US$10.1 billion and US$10.4 billion; And, based on the exchange rate assumption of 1 US dollar to 30.0 NT dollars,

• Gross profit margin is expected to be between 50% and 52%;

• Operating profit margin is expected to be between 39% and 41%.

www.tsmc.com/uploadfile/ir/quarterly/...

quote:

Gastone schreef op 16 april 2020 09:19:

TA: 'Bearish Engulfing' is niet bevestigd en dus nog geen directe omkeer.
Helaas gisteren net voor sluiting weer de APR275C geschreven, die zit me nu in de weg. Of gewoon wachten. Kans dat ASML morgen boven de 275 staat lijkt me erg klein.

quote:

Gastone schreef op 16 april 2020 09:57:

@Macron, wat bedoel je met "lijkt dit nergens op"? Op de uurgrafiek hebben we op dit moment nog steeds een zwakke uptrend.

quote:

A3aan schreef op 16 april 2020 12:23:

ASML goed. maar ASMi beter!

quote:

A3aan schreef op 16 april 2020 12:23:

ASML goed. maar ASMi beter!