FOUNDRY · NYSE ADR · PEER OF NVDA
TSMC ADR. Most direct exposure. Fab shutdown probability conditional on blockade ~59% per Swift Centre forecasters. Asymmetric to the downside. Position via NOT owning at current valuations rather than via outright shorts.
Manufactures all leading-edge AI chips. Different geographic risk profile (Taiwan exposure — also relevant to a future Taiwan event). Less leveraged to AI than NVDA but capacity utilisation moves with hyperscaler demand.
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