Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 139.51

+2.9%

Nov 21 9:30 AM EST

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To: Kirk © who wrote (11249)	5/10/2021 7:56:50 PM
From: Elroy	Read Replies (2) of 26595

The 14% revenue decline was April versus March. CNY is either late Jan or in Feb. So....no, I don’t really understand how TSMC can be super capacity constrained, and also have a monthly 14% dip in April revenues. Water shortages at TSMC? Buy some bottled water! Run it better, dammit! :-)

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