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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Julius Wong who wrote (94168)4/10/2025 8:59:17 AM
From: Elroy  Read Replies (2) of 95422
 
Hi, I'm not asking about the numbers. I'm curious how a foundry (which is almost always at full capacity) can have such wild swings in sales. Do they a) raise prices, or b) have massive increases in capacity year on year with the same price, or c) something else.

If TSMC was at full capacity in Feb, it seems like it should be pretty hard to have sales increase by 10% in March. Full capacity means they can't produce more even if they wanted to, so how do sales jump 10%?
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