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

To: Julius Wong who wrote (94168)	4/10/2025 8:59:17 AM
From: Elroy	Read Replies (2) \| Respond to of 95427

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%?