@bourseasiefr · Long LRCX

Une belle décennie pour les équipementiers 🎰 $LRCX $AMAT $ASML $KLAC

TSMC has spent decades operating one of the most disciplined capacity-planning systems in the semiconductor industry, but AI is beginning to push that model to its limits. At SEMICON Taiwan, TSMC disclosed that its equipment demand assumptions have changed dramatically within

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Since the call—

#95 of 575 rankedThe analyst's rank today

High · 0.97Confidence

Tue, Sep 8Tweeted

Wed, Sep 9 closeCounted from

20% of the basket · day 28fades out by Oct 20

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