Hidden TSMC Supplier Basket (Part Two)
Folks,
The company we discussed in the previous post hit a new all time high today, on a pretty weak day overall for Japan:
We have added two more companies to our “hidden” TSMC supplier basket below. One is a company that is catching some attention on Substack and the other has two factories coming online in April ‘26 and January ‘27, a fact that the market may not be paying much attention to because of modest forecasts for the FY ending March 2026.