Mon Aug-31 19:04:10
times in Europe/Lisbon
🚨 Alert #2483 Wed Aug-12 18:50:34
TSMC Exec Makes Big Announcement & Confirms 98% Yield For CoWoS Packaged AI Chips
TSMC executive confirmed a 98-99% yield rate for its CoWoS advanced packaging technology used in AI chips and announced plans to expand the reticle size to 14x by 2029.
🎯 Tickers & verdicts
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | verdict REPRICING, direction bullish -> long TSM (product: TSMC executive confirmed a 98-99% yield rate for its CoWoS advanced packaging technology used in AI chips and announced plans to expand the reticle size to 14x by 2029.) [skipped: duplicate theme — already holding S1 long TSM exiting 2026-08-12] → close -0.45% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | verdict PRICED — Δ prev close +2.86% · Δ 30m -0.09% · px 223.73 (prev 217.50) → close -0.18% |
| S4 | TSM | ○ skip | — | overnight drift: long TSM at close, exit next close (product: TSMC executive confirmed a 98-99% yield rate for its CoWoS advanced packaging technology used in AI chips and announced plans to expand the reticle size to 14x by 2029.) [skipped at close: outranked — mat 65 long lost to mat 85 long (decision 9876) for S4 TSM exiting 2026-08-13] |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.