kingfisher — alert #4576

🚨 Alert #4576 Mon Sep-14 16:40:40

Report: TSMC's 2-Nanometer Push Outpaces 3-Nanometer Growth, With Capacity Aimed At 110,000 Wafers Per Month By H2 2027

wccftech.com · Mon Sep-14 16:35:05 published · Mon Sep-14 16:40:40 alerted · alerted 5m after publish · read at wccftech.com ↗ · product · mat 65

TSMC plans to significantly expand its 2-nanometer and 3-nanometer production capacities by mid-2027 to meet surging demand for AI and high-performance computing chips.

🎯 Tickers & verdicts

ticker	direction	verdict	since close	30m	day lo	day hi
primary TSM	▲ bullish	PRICED	-2.76%	+0.48%	416.10	424.45
AMD	· unclear	PRICED	-4.72%	+1.32%	483.56	498.32
NVDA	· unclear	PRICED	-3.01%	+0.36%	209.25	213.36
counterparty AAPL	· unclear	FRESH	+0.59%	+0.36%	331.67	335.33

🧭 Decisions

strategy	ticker	action	side	rationale
S1	TSM	○ skip	—	verdict PRICED — Δ prev close -2.76% · Δ 30m +0.48% · px 421.25 (prev 433.19) → close -0.35%
S2	AAPL	○ skip	—	direction unclear for AAPL → close -0.30%
S3	-	○ skip	—	no peer in universe
S4	TSM	○ skip	—	verdict PRICED — Δ prev close -2.76% · Δ 30m +0.48% · px 421.25 (prev 433.19)

📈 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 ≥ 70.