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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
by 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 agoExactly. A drop in the expected growth would absolutely cause a drop in valuation as investors reassess their holdings