2024-01-22 12:57:06 ET
Summary
- Taiwan Semiconductor Manufacturing Company Limited reported Q4 earnings last week. Investors were anxiously waiting for these, as they serve as a barometer for the semiconductor industry.
- Some people cross-read these earnings for ASML Holding N.V., but we think many got to the wrong conclusions.
- We explain what TSMC's earnings mean for ASML and the company's expectations.
Introduction
Many of you might know that Taiwan Semiconductor Manufacturing Company Limited ( TSM ) aka TSMC is ASML Holding N.V.’s ( ASML ) largest client. TSMC is the largest foundry in the world and reported its earnings last week....
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For further details see:
What TSMC's Earnings Mean For ASML