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

> 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.

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