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OpenAI going poof would have a negative impact on TSMC demand (revenue), right?

• wmf 11mo ago
  Yeah, TSMC demand might go down from 300% to 100%.
  • jaennaet 11mo ago
    So yes, it would have an effect; even with your imaginary numbers that'd be a 3x drawdown
    • convolvatron 11mo ago
      it might bring in the schedules, but since it probably wouldn't cause there to be an actual hole, its really more about long term fab build plans than anything else
      • JumpCrisscross 11mo ago
        > since it probably wouldn't cause there to be an actual hole, its really more about long term fab build plans than anything else Equities are forward looking. TSMC's valuation doesn't make sense if it doesn't have a backlog to grow into.
        • jaennaet 11mo ago
          Exactly. A drop in the expected growth would absolutely cause a drop in valuation as investors reassess their holdings