Brett Schafer's avatar
$27.4m follower assets
Taiwan Semi Puts Up Another Superb Report
The numbers are out on $TSM this quarter and they look great, as always

  • Revenue growth across all main product lines
  • Continued margin expansion
  • Guide for $30 billion+ in capex in 2023 (direct input to customer demand)

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StockOpine's avatar
$KLAC which generates c. 22% of its revenue from $TSM is likely to be one of the beneficiaries of the capex forecast.
MAPsignals's avatar
@stockopine great company - own it
Brett Schafer's avatar
@stockopine Interesting. Haven't looked at KLAC closely
StockOpine's avatar
@ccm_brett in case you are interested we wrote a memo on $KLAC back in September. Here is the first part of our write up for ease of reference 👇

Brett Schafer's avatar
@stockopine will give it a look!
Rihard Jarc's avatar
Warren bought at the right moment, again...
Brett Schafer's avatar
@rihardjarc Never a doubt!
Rihard Jarc's avatar
@ccm_brett when you already think about that the "old geezer" is starting to underperform he strikes again :D

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