Motley Fool Money Margin Game
Jan 24, 2024
Join Tim Beyers, a Motley Fool analyst specializing in the semiconductor industry, and Rick Munarriz, a Fool contributor focused on entertainment trends, as they dive into the latest in tech and streaming. Tim discusses ASML's impressive growth and its contrasting outlook compared to Taiwan Semi, while praising Netflix's subscriber boom and its smart financial moves. Rick sheds light on the impact of the stay-at-home trend on entertainment venues, revealing how they are adapting to attract customers back to midweek outings.
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ASML's Success in Chip Industry
- ASML, a key semiconductor company, saw strong growth, especially in its advanced EUV lithography business.
- This suggests a positive turn for the chip industry, driven by demand for smaller, more functional chips.
Differing Outlooks for ASML and Taiwan Semiconductor
- ASML's moderate growth expectations contrast with Taiwan Semiconductor's strong outlook, despite Taiwan Semiconductor being ASML's biggest customer.
- This difference might stem from ASML's prudent approach, considering the long lead times in chip manufacturing.
Netflix's Impressive Margin
- Netflix's subscriber growth is impressive, but its high operating margin is the real story.
- Their projected 26.2% operating margin for Q1 2024 demonstrates their efficiency and sets them apart in the streaming industry.