The verdict is not out yet. PRIA painted a rosy
night. I'm waiting on confirmation from
the equipment makers.
You may be right, it
may be the mPU and the memory makers that get the
turnaround first then the semi equipment makers. If that's
the case, TSM should be the last to turnaround.
Semiconductors bottomed at least 3 months ago.
Track INTC and AMD. AMD made the comeback first but I
think INTC is going to at least $140. TSM may have to
wait a while longer, these analysts are just skittish
over the spate of bad news coming out of Taiwanese
companies last week.
I also think we go lower than
$16 next week, if not today. Good luck everyone.
We need you here, Welcomed to this rocking boat,
as you said,
sincerely investor DO not talk
nonsense, never mind those talk.
I pay dumb with them. I
once saw you on AMD board, very nice
always, however, I sold out my Intel, Amd position far
too early. Since I own the computer co. so I do not
have confidence on those CPU makers. It is a funny
concept. I see the
dead end of computer box makers
like me, so I try to diversify to
investment now. Hope you do more input in this
Hi.. Welcomed to this Tsm board..
Book To Bill ratio measures the ratio or orders
Book to orders
Bill for semiconductor equipment
sales. For example, a BTB ratio of 0.57 for September
means for every $57 of new orders there
worth of equipment billed. Obviously, one would
to see a BTB above 1 for a healthy semiconductor
As we all know, we need equipments to build more
October's BTB...just announced...improving
but not above 1.