7 ms·

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

• convolvatron 10mo 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 10mo 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 10mo ago
      Exactly. A drop in the expected growth would absolutely cause a drop in valuation as investors reassess their holdings