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Cashflow I.@Cashflow_Investor
6J
Sales per region:
Taiwan: 38%
South Korea: 29%
China: 14%
USA: 9%
Other: 10%

That's why $ASML shares are not a buy for me
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Gerry@gerry361
6J
@Cashflow_Investor but the semiconductor industry is largely represented in Asia, e.g. TSMC, where is the challenge?
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User03@User03
3J
@Cashflow_Investor Well, that's the case for many in the sector 🤷🏼‍♂️
If TSMC is the largest chip producer in Taiwan, what can you do😅
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Cashflow I.@Cashflow_Investor
3J
@User03 Not all of them are dependent on China and Taiwan. Companies such as $NVDA, $CDNS, $SNPS etc. are not very dependent on China and Taiwan.
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User03@User03
3J
@Cashflow_Investor but these are mostly other sectors :)
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Cashflow I.@Cashflow_Investor
3J
@User03 There is only one semiconductor sector and not several. However, there are different categories, namely:

Semiconductor equipment companies such as:

- $ASML
- $AMAT
- $LRCX
- $KLAC
- $8035
etc

And then we have semiconductor companies/software, these include:

- $NVDA
- $SNPS
- $CDNS
- $AMD
Etc
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User03@User03
1J
@Cashflow_Investor yes, that's what I meant :)
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