RESEARCHTSM4 months ago4.9Kviews

TSMC: the cycle turned two quarters before the revisions will

Lead times have started extending again at the component level. That has preceded every upturn in this industry and it has never once been priced early.

Maren Vos@maren_vos

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.