Economics Journal: TSMC as an Indicator?

Interesting analysis by a former semis insider about the economic implications of TSMC’s Arizona factory delay.

Discussion

Interesting thread flagged by The Kitty on the economic implications of TSMC’s Arizona factory delay. This is the value in following a well-curated, diverse set of analysts on “FinTwit” - I never would have seen this thread as I don’t follow the thread’s author, and it’s also a signal in and of itself that The Kitty flagged it.

The thread is relatively anecdotal analysis, but in the context of what appears to be an economy homing in on recession, and the decisively negative price action today in Tech, it is very much worth adding to the evidence pile for “weighing”.