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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST

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Sam
To: Sam who wrote (84018)10/1/2019 3:49:06 PM
From: robert b furman2 Recommendations   of 95561
 
Hi Sam,

Taiwan Semi says their 7nm is sold out for 2020.

They guid for 39% growth in H2 , which is one half already behind us.

TSMC advises clients to book 7nm capacity for entire 2020
Cage Chao, Taipei; Jessie Shen, DIGITIMES
Thursday 26 September 2019



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TSMC has advised its clients to book foundry capacity well in advance for their 7nm chip demand for the entire 2020, according to industry sources.
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