TSM TSMC
Depreciation Integrity 53
Capex-vs-Demand Gap 63
Insider-Selling Intensity 18
Financing Opacity / Circular Leverage 16
Energy & Diminishing Returns 57
Organic End-User Demand 47
Convergence: Moderate
Elevated: 2 (capex-demand, amber-red), 5 (energy, amber-red), 1 (depreciation/capex cliff, amber) + geopolitics overlay (red, qualitative). Deliberately NOT elevated: 3 (insider, ~18), 4 (financing, ~16), 6 (demand, ambe…
Last updated:
Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

EUI/CIP carrying amount (under-depreciated c31,Verified sheet
Scale context:3Verified sheet
HPC platform = 58%2025Verified sheet
Top 10 customers = 76%2024Verified sheet