$TSM and NVDA supply chains run straight through Japan's semiconductor testing facilities — 7.5 magnitude quake hits during peak Q2 production ramp. Memory and logic testing could see delays just as AI demand hits new highs. How much slack is left in these supply chains? 13F Pro scores: NVDA 93.4/100 quality (#1 of 6,000+) — Capital Efficiency (ROIC): 99.7, Revenue Scale: 99.2. Weakest: Shareholder Dilution: 34.4
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