Rob Sanders

Technology

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Innovation & R&D1Capex Investment1Demand1Supply Chain1

Question History2 questions

TSMTaiwan Semiconductor Manufacturing Company Limited1 quarter

2026 Q2

how your customers are considering the impact of die stitching challenges from a smaller field size with High-NA?

Innovation & R&DCapex InvestmentView in transcript →

the unconstrained demand for 3 nm and below is sort of 30%-50% above your ability to supply. Is it in fact much larger than 30%-50% above?

DemandSupply ChainView in transcript →