Type: Signal Mosaic
Period: 2024Q4
- totalcompaniesanalyzed: 15 - strongestconsensus: AI infrastructure demand is structurally growing with leading-edge capacity constrained. TSM, NVDA, ASM, ONTO all confirm this with operational data. - biggestdivergence: Timing and magnitude of 2025-2026 demand. Equipment supply chain ASML 2026 30-40% booked, TER compute TAM collapse, AIXA pushouts signals digestion while end customers TSM, NVDA signal acceleration. Someone is wrong. - Pattern: Say/Do Gap - Companies: TSM Taiwan Semiconductor M