top | item 45971740 (no title) jaennaet | 3 months ago So yes, it would have an effect; even with your imaginary numbers that'd be a 3x drawdown discuss order hn newest convolvatron|3 months 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|3 months ago > since it probably wouldn't cause there to be an actual hole, its really more about long term fab build plans than anything elseEquities are forward looking. TSMC's valuation doesn't make sense if it doesn't have a backlog to grow into. load replies (1)
convolvatron|3 months 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|3 months ago > since it probably wouldn't cause there to be an actual hole, its really more about long term fab build plans than anything elseEquities are forward looking. TSMC's valuation doesn't make sense if it doesn't have a backlog to grow into. load replies (1)
JumpCrisscross|3 months ago > since it probably wouldn't cause there to be an actual hole, its really more about long term fab build plans than anything elseEquities are forward looking. TSMC's valuation doesn't make sense if it doesn't have a backlog to grow into. load replies (1)
convolvatron|3 months ago
JumpCrisscross|3 months ago
Equities are forward looking. TSMC's valuation doesn't make sense if it doesn't have a backlog to grow into.