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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (93156)	10/16/2024 7:44:01 AM
From: Julius Wong	1 Recommendation Recommended By Sam Respond to of 95368

MU has 11 up revisions, 16 down revisions

To: Johnny Canuck who wrote (93156)	10/16/2024 9:38:34 AM
From: Return to Sender	1 Recommendation Recommended By Kirk © Respond to of 95368

MU raised capex in June: Applied Materials, Lam Research Rise On Micron Capex Plans \| Investor's Business Daily (investors.com) According to what I read last night concerning their conference call they did not change their higher capex guidance during their conference call: finance.yahoo.com SNIP: The companys fiscal 2025 CapEx is expected to be meaningfully higher, driven by growth in greenfield fab construction and HBM CapEx investments, which could strain financial resources. But I could be wrong. BTW... TSM earnings tomorrow. RtS

To: Johnny Canuck who wrote (93156)	10/17/2024 9:14:40 AM
From: Return to Sender	1 Recommendation Recommended By Julius Wong Respond to of 95368

Taiwan Semiconductor Manufacturing beats by $0.15, reports revs in-line; guides Q4 revs above consensus 6:01 AM ET 10/17/24 \| Briefing.com Reports Q3 (Sep) earnings of $1.94 per share, $0.15 better than the FactSet Consensus of $1.79; revenues rose 36.0% year/year to $23.5 bln vs the $23.31 bln FactSet Consensus.Gross margin for the quarter was 57.8%, operating margin was 47.5%, and net profit margin was 42.8%.In the third quarter, shipments of 3-nanometer accounted for 20% of total wafer revenue; 5-nanometer accounted for 32%; 7-nanometer accounted for 17%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 69% of total wafer revenue.Co issues upside guidance for Q4, sees Q4 revs of $26.1-26.9 bln vs. $24.93 bln FactSet Consensus.Gross profit margin is expected to be between 57.0% and 59.0%;Operating profit margin is expected to be between 46.5% and 48.5%.