Earthquake in Taiwan may increase profitability for chipmakers

- TSMC (Taiwan Semiconductor Manufacturing Company) equipment slightly damaged by earthquake, causing delays - Delay may be beneficial as supply-demand drive prices higher, especially for chips used by NVIDIA's Blackwell processors - TSMC monthly revenue set to be published on April 10, likely to show year-over-year growth - Earnings on April 18 expected to be strong due to high demand for AI processors, TSMC major chip supplier for NVDA - Despite slight production slowdown from earthquake, profits likely to increase - Poster remains bullish on TSMC stock, considering buying 150 calls, expecting market overreaction to natural disasters impact