Tracked forecast · watch-16-1
TSMC results, Oct. 15: has Asia’s gas squeeze reached Taiwan’s chip factories?
Open
- Chokepoint
- Chips & Packaging — Advanced packaging and memory (HBM) supply, concentrated among a handful of manufacturers. (Raises price)
- Kill condition
- Watch for power or energy costs in the results, and Asian gas futures above $29 per million BTU, the line at which the squeeze could reach chip factories.
- Horizon
- Oct. 15, then quarterly
- Source
- Issue 16 — Price or Permission · full issue
Why it is on the watchlist
Tests the impact of gas prices on chip supply. Asian gas futures had stayed above the $25 warning line for 11 straight trading days at publication, but had not reached $29.
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