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Sanmeet Deo discusses the impact of smartphone and EV demand on Taiwan Semiconductor, while Mary Long explores the allure of the treasure hunt economy. Topics include Japan's role in tech, weight loss drugs, and the challenges faced by discount retail stores like Family Dollar and Five Below.
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Quick takeaways
- Demand for AI chips remains strong despite weaknesses in other semiconductor sectors.
- Intensifying competition in the semiconductor industry drives technological advancements and expansion of fabs.
Deep dives
Impact of Earnings Reports on Semiconductor Companies
ASML and Time 1 Semiconductor's recent earnings reports and guidance show contrasting outcomes. ASML faced weaker-than-expected orders for their electric ultraviolet machines, particularly from Time 1 Semiconductor, leading to a significant decline in order volume. Conversely, Time 1 Semiconductor exceeded profit expectations, emphasizing strong demand in AI but also signaling a slower recovery in other semiconductor market segments, impacting the overall forecast.
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