The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

TSMC (foundry construction (fab capex)) → Marketech International hypothesis — not confirmed

Turnkey cleanroom/facility integration (MEP, DI water, gas/chemical supply, wastewater) for TSMC's Arizona fabs; reported to derive 20-30% of revenue from TSMC's US fabs.

high confidence · about Marketech international

Turnkey cleanroom/facility integration (MEP, DI water, gas/chemical supply, wastewater) for TSMC's Arizona fabs; reported to derive 20-30% of revenue from TSMC's US fabs.

Sourced figures 1


the working

Basis

Turnkey cleanroom/facility integration (MEP, DI water, gas/chemical supply, wastewater) for TSMC's Arizona fabs; reported to derive 20-30% of revenue from TSMC's US fabs.

This is a hypothesized partial answer to TSMC → unnamed vendor(s) — land, shell & materials (foundry construction (fab capex)) — not a confirmed decomposition of its figure, and not counted toward any total.

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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.