However, revenue growth alone is not enough. I want to see whether TSMC can maintain healthy margins, manage capital expenditure, and generate sustainable cash flow. The slight month-on-month revenue decline does not concern me much, but I will watch management’s guidance closely.
The October 15 earnings announcement will be an important catalyst. I prefer to focus on long-term fundamentals rather than chase short-term excitement. The AI opportunity is promising, but valuation and risk management still matter. Consistency over hype, patience over FOMO!
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- AugustineMac-·10-12 17:12TOPAI demand helps, but capex discipline matters more here. If phone and PC orders stay soft, advanced node utilization can still disappoint into earnings1Report
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