Mon Aug-31 19:06:04
times in Europe/Lisbon
🚨 Alert #3017 Fri Aug-21 13:50:18
TSMC develops 1.6nm chip process, plans mass production in Q4
TSMC has developed a new 1.6nm chip process featuring Vertical Backside Contacts for improved power efficiency and performance, with mass production scheduled for the fourth quarter.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary TSM | ▲ bullish | REPRICING | +1.72% | +0.22% | 417.05 | 423.98 | |
| AVGO | ▲ bullish | REPRICING | +1.48% | +0.27% | 365.20 | 373.98 | |
| AMD | ▲ bullish | REPRICING | +1.33% | +0.36% | 463.05 | 475.79 | |
| ASML | ▲ bullish | REPRICING | +1.15% | -0.06% | 1742.38 | 1771.53 | |
| QCOM | ▲ bullish | REPRICING | +1.09% | +0.49% | 159.40 | 162.85 | |
| peer NVDA | ▲ bullish | FRESH | +0.57% | +0.07% | 214.72 | 218.48 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | TSM | ○ skip | — | primary long move already absorbed: TSM +1.72% since prev close → close -1.13% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | inferred long: materiality 65 below floor 75 → close -1.50% |
| S4 | TSM | ○ skip | — | overnight drift: long TSM at close, exit next close (product: TSMC has developed a new 1.6nm chip process featuring Vertical Backside Contacts for improved power efficiency and performance, with mass production scheduled for the fourth quarter.) [skipped at close: outranked — mat 65 long lost to mat 85 long (decision 12228) for S4 TSM exiting 2026-08-24] |
📈 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.