The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

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Tracked inflow · Unnamed vendors (via TSMC's capex)

$294.4B tracked across 2 claim(s) (+3 more without a settled point figure — see members) (+1 reported, not closed, not in the total — see members)

about Tsmc unnamed vendors

Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Unnamed vendors (via TSMC's capex) in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

Aggregate of 6 member claims — each member's sourced figures are below.


the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Unnamed vendors (via TSMC's capex) in the money-flow graph, leaving out claims with no realization status (reported, not closed) and guarantees (contingent).

The pieces 6

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

FlowAs ofAmount
TSMC → unnamed vendor(s) — land, shell & materials vendor unnamed$265.0B
TSMC → unnamed vendor(s) — land, shell & materials vendor unnamed2026-08-11T00:00:00Z$29.4B
TSMC → unnamed vendor(s) — compute silicon & systems vendor unnamed2026-01-01T00:00:00Znot summed
TSMC → unnamed vendor(s) — land, shell & materials vendor unnamed2021-01-01T00:00:00Znot summed
TSMC → unnamed vendor(s) — land, shell & materials vendor unnamed2025-03-03T00:00:00Znot summed
TSMC → unnamed vendor(s) — n/a — financing vendor unnamed in talksin talks, not counted
Total (settled figures only)$294.4B

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A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.