Scenarios that move TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Scenarios that move TSM: 71 analyses, 52 positive, 19 negative.
- · ◇ What if… Anthropic reaches a $2 trillion valuation by December 31 — ▲ · impact +56 · confidence medium · horizon weeks
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +95 · confidence high · horizon immediate
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -60 · confidence low · horizon weeks
- · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -86 · confidence medium · horizon quarters
- · ◇ What if… Apple becomes the world's largest company by market cap — ▲ · impact +65 · confidence high · horizon quarters
- · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +62 · confidence low · horizon quarters
- · IDC reports smartphone shipments plunged 22% in worst quarter — ▼ · impact -40 · confidence low · horizon quarters
- · Microsoft unveils new AI chip challenging Nvidia — ▲ · impact +65 · confidence high · horizon quarters
- · Tesla to report Q3 earnings with automotive margins in focus — ▲ · impact +40 · confidence low · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +62 · confidence high · horizon quarters
- · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▲ · impact +45 · confidence low · horizon quarters
- · ASML reports €11.7 billion sales and €5.0 billion net income — ▲ · impact +69 · confidence medium · horizon quarters
- · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -70 · confidence low · horizon immediate
- · Micron raises buyback authorization to $35 billion — ▲ · impact +40 · confidence low · horizon weeks
- · Apple enters smart home market with $299 Siri device — ▲ · impact +50 · confidence low · horizon quarters
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▲ · impact +70 · confidence high · horizon quarters
- · Alphabet reports 82% Cloud revenue growth to $24.8 billion — ▲ · impact +58 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▼ · impact -18 · confidence low · horizon quarters
- · Alphabet's Cloud backlog tops $500 billion — ▲ · impact +50 · confidence low · horizon quarters
- · ◇ What if… OpenAI announces another Millennium Prize solution by December 31, 2026 — ▲ · impact +52 · confidence low · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▲ · impact +95 · confidence medium · horizon immediate
- · Foxconn third-quarter revenue beats forecasts on AI demand — ▲ · impact +71 · confidence medium · horizon quarters
- · ◇ What if… Puma Shen wins the next Taipei mayoral election — ▼ · impact -49 · confidence medium · horizon immediate
- · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +60 · confidence low · horizon quarters
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +65 · confidence high · horizon quarters
- · ◇ What if… Google leads AI models at the end of October 2026 — ▲ · impact +55 · confidence medium · horizon quarters
- · Amazon signs $1 billion Synopsys deal for AWS chips — ▲ · impact +50 · confidence high · horizon quarters
- · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▲ · impact +62 · confidence low · horizon quarters
- · Micron beats Q4 earnings and revenue estimates — ▲ · impact +50 · confidence low · horizon weeks
- · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▲ · impact +56 · confidence medium · horizon quarters
- · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▲ · impact +60 · confidence low · horizon quarters
- · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -55 · confidence low · horizon weeks
- · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▲ · impact +40 · confidence low · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +55 · confidence high · horizon quarters
- · Oracle AI cloud contracts surge, improving revenue visibility — ▲ · impact +50 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▲ · impact +43 · confidence medium · horizon weeks
- · Camtek sees over $600 million in orders through 2027 — ▲ · impact +55 · confidence low · horizon quarters
- · ◇ What if… Apple iPhone Duo sells only 1 million units versus 6 million produced — ▼ · impact -47 · confidence medium · horizon weeks
- · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▲ · impact +58 · confidence high · horizon quarters
- · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +86 · confidence high · horizon weeks
- · Nasdaq hits intraday record high on Alphabet and Mideast hopes — ▲ · impact +62 · confidence low · horizon quarters
- · Alibaba deepens AI push with new chip and larger model — ▼ · impact -20 · confidence low · horizon quarters
- · ◇ What if… China imposes a blockade on Taiwan — ▼ · impact -99 · confidence medium · horizon immediate
- · EQT plans $50 billion India investment including Adani Connex — ▲ · impact +32 · confidence low · horizon quarters
- · Intel stock jumps 7.6% in today's trading session — ▼ · impact -57 · confidence high · horizon quarters
- · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +50 · confidence low · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▲ · impact +78 · confidence high · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▲ · impact +55 · confidence low · horizon quarters
- · SoftBank shares tumble after AI safety warnings — ▼ · impact -55 · confidence low · horizon quarters
- · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -59 · confidence medium · horizon quarters
- · Dell books AI server orders exceeding its total revenue — ▲ · impact +70 · confidence low · horizon quarters
- · ◇ What if… OpenAI does not go public by December 31, 2026 — ▼ · impact -45 · confidence low · horizon quarters
- · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +60 · confidence low · horizon quarters
- · ◇ What if… Bitcoin reaches $80,000 in September — ▲ · impact +12 · confidence low · horizon quarters
- · Apple unveils $2,000 foldable iPhone duo — ▲ · impact +72 · confidence low · horizon quarters
- · Qualcomm lands a major AI deal with Amazon — ▲ · impact +50 · confidence high · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▲ · impact +61 · confidence high · horizon quarters
- · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -45 · confidence low · horizon quarters
- · ◇ What if… OpenAI leads AI models at end of September 2026 — ▲ · impact +65 · confidence low · horizon quarters
- · ◇ What if… Anthropic leads AI models at end of September 2026 — ▲ · impact +47 · confidence medium · horizon quarters
- · ◇ What if… Anthropic goes public by October 31, 2026 — ▲ · impact +40 · confidence low · horizon weeks
- · Hon Hai sales climb 52% as AI server demand grows — ▲ · impact +76 · confidence medium · horizon quarters
- · ◇ What if… Anthropic has the highest IPO market cap in 2026 — ▲ · impact +65 · confidence low · horizon quarters
- · ◇ What if… Apple acquires a major AI search company — ▲ · impact +56 · confidence high · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▼ · impact -97 · confidence medium · horizon immediate
- · ◇ What if… NVDA Announces Financial Misconduct, Restates Earnings Lower By 80% — ▲ · confidence low
- · ◇ What if… Google Freezes Capex Spending — ▼ · confidence low
- · Meta Announces Capex Freeze — ▼ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▼ · confidence low
- · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▲ · confidence medium
- · ◇ What if… Apple Unveils Foldable iPhone With Two Week Battery Life — ▲ · confidence medium