5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS 1. $ASML sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29 2. $NVDA benefits from a true allocation economy where scarce advanced wafers sustain GPU pricing power & margins 3. $AMKR sits at the next bottleneck after wafers where advanced packaging turns scarce silicon into deployable AI systems 4. $AMAT monetizes rising process intensity as hot fabs & advanced nodes drive more steps per wafer. 5. $AMD gains from the same supply-constrained backdrop with TSMC visibility supporting a multi-year CPU + GPU ramp