A Salih
04-16 19:30

TSM , good earnings report . Bearish sentiment continues. Hold or sell?

TSMC & ASML Drop After Earnings Beat — Time to Buy the Dip?
TSMC fell 3.13% today despite strong fundamentals: Q1 CoWoS advanced packaging utilization exceeded 95%, with AI customer long-term order visibility extending into 2027. Key risk is a potential expansion of export restrictions to sub-2nm processes, which would directly compress overseas revenue forecasts. Can $360 hold as effective support? Given the strong earnings, is this pullback a buying opportunity — and at what price level?
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