Tatha interview with bloomberg

[csrcsr]

2 minutes ago, Sucker said:

Light vaadu same chit saying from 16. Unfortunately both sides Cands are assam so obviously neeku current gov meedha vunde kopam veediki votes ga converting thappa veediki antha matter ledhu. Motham swing states gelchina no wonder cause of kamalamma 

Comedy baguntadi you (bloomberg) and wsj don't know their shiitof my plans anta rofl

[Sucker]

1 minute ago, csrcsr said:

Comedy baguntadi you (bloomberg) and wsj don't know their shiitof my plans anta rofl

He is there now for Retirement funds okkasari power raanivvu yem vundadhu antha busss ne 

[Mancode]

3 hours ago, csrcsr said:

 

will watch csr bro, thatha economic ideas are great always

[andhra_jp]

 

[krishnaaa]

9 hours ago, csrcsr said:

Tatha is scary (nijanga chestado teliyadu) but he will get into trade war

Stupid country anta China orey orey 

Our allies are taking more advantage than our enemies eu , Japan Mexico andarni esukuntunadu

Thaatha is what this country needs.

Kamal is dangerous. She knows nothing.....will mess up the country.

Thaatha will atleast break up the nonsensical stuff so that they can be rebuilt better.

[Jatka Bandi]

10 hours ago, csrcsr said:

He won't andariki telsusu tatha statement chalu e roju ASML chudu emi chesaro arm holdings chudu yesterday and today , even though non Taiwan but the way foreign companies meeda pressure these are big vendors asml tsm arm etc if he puts restrictions on those that will impact nvidea amd etc already Biden tatha trying to sign export rationing for us chips

Taiwan may be leading, but TSMC set up a plant in US. He might be pushing them to make in america as they gave CHIPS money. ee donga nayallantha, including US company Micron, are taking money and moving operations to Asia. He will not blindly introduce tariffs. China budget lo petti try chesindi. US em chesindo chusavuga! They have good control on equipment manufacturers ASML, LAM, AMAT, ASM, TEL, etc. Em kaadu. But existing technologies and moore's law meedane over dependency ayyindi. Humans need to innovate here.

[csrcsr]

39 minutes ago, Jatka Bandi said:

Taiwan may be leading, but TSMC set up a plant in US. He might be pushing them to make in america as they gave CHIPS money. ee donga nayallantha, including US company Micron, are taking money and moving operations to Asia. He will not blindly introduce tariffs. China budget lo petti try chesindi. US em chesindo chusavuga! They have good control on equipment manufacturers ASML, LAM, AMAT, ASM, TEL, etc. Em kaadu. But existing technologies and moore's law meedane over dependency ayyindi. Humans need to innovate here.

Yaa Arizona lo tsmc started

today current administration is also planning the other way restricting amd and nvidea selling to other countries with cap , I heard still rely on 50% chips from.taiwan not sure 

On the othe handr China with giving stimulus to their own AI companies saying no import of AmD nvidea chips for ai projects use home grown 

With lithography asml has us and eu are keeping pressure on asml not to give those equipment to China,  papam dani e roju 18% padesaru

Interesting state let's see

[Jatka Bandi]

11 hours ago, csrcsr said:

Yaa Arizona lo tsmc started

today current administration is also planning the other way restricting amd and nvidea selling to other countries with cap , I heard still rely on 50% chips from.taiwan not sure 

On the othe handr China with giving stimulus to their own AI companies saying no import of AmD nvidea chips for ai projects use home grown 

With lithography asml has us and eu are keeping pressure on asml not to give those equipment to China,  papam dani e roju 18% padesaru

Interesting state let's see

It is more than 50%. Exact numbers gurtu levu. For example, Nvidia racks lo vaade memory close to GPU chips ni build chese technology CoWoS-oS antaru. TSMC proprietary adi. They occupy close to 80% anukunta. The only reason the rest is left is because companies look for second sourcing and they are taking from the second player. idi assembly varake.. Samsung is another giant in both Assembly and Fab. Intel and GF foundries fab tech lo lagging.. so TSMC ki.. but all manufacturers (tools and inspection) are EU based. but bore kottedi entante.. same old dram, nand, harddrives antu.. i hope they come with newer technologies.. Ferro memories antu eppati nundo antunnaru kaani, not taking off.. ikkada koncham innovate cheste exciting vuntadi.. mana space and AI explorations ki kuda (em sodhi kottina ee two buzzwords ee madhya vadalannamata, topic serious ayipoddi. lol.)

[csrcsr]

3 minutes ago, Jatka Bandi said:

It is more than 50%. Exact numbers gurtu levu. For example, Nvidia racks lo vaade memory close to GPU chips ni build chese technology CoWoS-oS antaru. TSMC proprietary adi. They occupy close to 80% anukunta. The only reason the rest is left is because companies look for second sourcing and they are taking from the second player. idi assembly varake.. Samsung is another giant in both Assembly and Fab. Intel and GF foundries fab tech lo lagging.. so TSMC ki.. but all manufacturers (tools and inspection) are EU based. but bore kottedi entante.. same old dram, nand, harddrives antu.. i hope they come with newer technologies.. Ferro memories antu eppati nundo antunnaru kaani, not taking off.. ikkada koncham innovate cheste exciting vuntadi.. mana space and AI explorations ki kuda (em sodhi kottina ee two buzzwords ee madhya vadalannamata, topic serious ayipoddi. lol.)

Idi antha kaadu repu tsmc earnings unyai short or long chrppu anna 😀

[Jatka Bandi]

7 minutes ago, csrcsr said:

Idi antha kaadu repu tsmc earnings unyai short or long chrppu anna 😀

nenu thope kaadu baa. Naku mukka raadu. @Konebhar6 lanti deep state people ni adugu.

My gut says short.. because their business is reliant on system companies which are losing value.. equipment manufacturers kuda losing.. only component industry booming.. this is expected.. system companies always lag from component companies.. component companies have been losing for the last four years.. ee quarter ee turnaround ayyayi.. so i expect system companies to be losing for 2yrs.

[csrcsr]

2 minutes ago, Jatka Bandi said:

nenu thope kaadu baa. Naku mukka raadu. @Konebhar6 lanti deep state people ni adugu.

My gut says short.. because their business is reliant on system companies which are losing value.. equipment manufacturers kuda losing.. only component industry booming.. this is expected that system companies always lag from component companies.. component companies have been losing for the last four years.. ee quarter ee turnaround ayyayi.. so i expect system companies to be losing for 2yrs.

Thanks bro good insights i will wait till tommorow elagu based on this monna asml impact unatlu others meeda kuda untadi better wait cautious,  they might have good sales but as you said their outlook doubte 

[Jatka Bandi]

1 minute ago, csrcsr said:

Thanks bro good insights i will wait till tommorow elagu based on this monna asml impact unatlu others meeda kuda untadi better wait cautious,  they might have good sales but as you said their outlook doubte 

ya.. kani stock market magic telisindega.. expect chestunnam kabatti.. same expected news ichina kuda.. paiki leputaaru.. manipulators..

[csrcsr]

12 hours ago, Jatka Bandi said:

ya.. kani stock market magic telisindega.. expect chestunnam kabatti.. same expected news ichina kuda.. paiki leputaaru.. manipulators..

full leparu they did good in earnings and eps beat , already  robin hood 24 hour market trading lo 7 % leparu , tommorow might break ATH

https://finance.yahoo.com/news/tsmc-set-report-strong-profit-220227281.html

[TuesdayStories]

10 minutes ago, csrcsr said:

full leparu they did good in earnings and eps beat , already  robin hood 24 hour market trading lo 7 % leparu , tommorow might break ATH

https://finance.yahoo.com/news/tsmc-set-report-strong-profit-220227281.html

[Jatka Bandi]

10 hours ago, csrcsr said:

full leparu they did good in earnings and eps beat , already  robin hood 24 hour market trading lo 7 % leparu , tommorow might break ATH

https://finance.yahoo.com/news/tsmc-set-report-strong-profit-220227281.html

30% is ambitious.. next quarter puts pettalemo..