3 ms·

Yeah, TSMC demand might go down from 300% to 100%.

• jaennaet 1y ago
  So yes, it would have an effect; even with your imaginary numbers that'd be a 3x drawdown
  • convolvatron 1y 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 1y 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 1y ago
        Exactly. A drop in the expected growth would absolutely cause a drop in valuation as investors reassess their holdings