I learned a new expression from this extensive article: “TSMC shock.” Makes sense. Thanks to Andrew for the link. – Kirk

https://www.ft.com/content/09f0ae79-8935-4070-ab52-dc828b770dce?accessToken=zwAGBjpZC3mQkc8J8K55iTVAcNOrUtyCi3cNzg.MEQCIGIDsYSLdJ4JSFGNP0I_vMJ8dlDGYz6LvFCv_3WumXFQAiBGpXbwanLNyGvBLeXnSL5lCspTT8TUhcIot6LtTwGhyA&sharetype=gift&token=33840db8-d465-483d-9067-9910fdb2fe0d