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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Sam who wrote (87124)7/15/2021 11:07:00 AM
From: Elroy  Read Replies (1) of 95626
 
Hmmm, OK, I guess that makes sense.

Higher ASPs cuz they're raising prices on the same stuff made in Q2, or they're making higher end (lower nm) stuff? If they're at maximum capacity, I would think it's going to be the same level of technology / line width.

We can say TSMC is price gauging their regular customers due to the tight supply situation? They're increasing their prices, just cuz they can?
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