B. the party is just starting.

Foundry Leadership Meets Policy Risk — Is TSMC Defensive?

TSMC fell 10.75% Thursday as AI policy and data-center concerns spread to leading-edge foundries. Demand depends on Nvidia, AMD, and cloud companies’ in-house chips, but slower capex, campus approvals, or power constraints could reduce wafer forecasts. Bulls cite TSMC’s technology lead and capacity reservations; bears point to customer concentration, expansion costs, and policy risk. What best shows TSMC’s resilience: leading-edge utilization, booked capacity, or capex?

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