TSM close after Thursday Earni-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSM close after Thursday Earnigs -
Expect Green 5-10%. However, other macro economic conditions and broader sector sentiment may drag to flat region.

ASML reports today—which metrics matter most in semis Q3 season?

Semiconductor Q3 earnings season starts today: ASML reports October 14 a.m. ET, TSMC October 15 a.m. Watch ASML's EUV order book — the read on fabs' 12-to-18-month capex confidence — plus TSMC's CoWoS capacity constraints, full-year AI chip demand and margin guidance. Bulls say neither has signaled cooling demand; sustained guidance extends AI capex momentum. Bears say memory stocks just reeled from China's domestic DRAM breakthrough, and weak equipment orders would pressure the whole semiconductor chain. If ASML's order book disappoints, how far beyond semis does the damage spread?

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