for it's own use. TSM expect to need up to 85% more electricity in 5 to 8 years.
Taiwan spend 20 years and billions into new nuclear power plant. It is about 95% complete before freeze. The 3 nuke plants will retire in the near future. Right now spare capacity is very low.
2) Probability of going under within 5 years?
Except there won't be that much demand for company's products unless Indian all the sudden become as rich as China next year.
SMH goes no where in 10 years or 15 years always range bound. Like INTC peak PE was 200 in 2001. Now PE dropped 90% still too expensive.
PE did drop to 15 by 2003. Share price dropped from 52 to 24.