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jaennaet 7 hours ago

So yes, it would have an effect; even with your imaginary numbers that'd be a 3x drawdown

convolvatron 6 hours ago | parent [-]

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 6 hours ago | parent [-]

> 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.