BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
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Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILETSM

TSMC

$1.79TSole advanced foundryBig Tech & Semiconductors
10.91
B-index (V3.1)
BLACK HOLE
Capture2.086
Escape0.191
Key Structural Insight

p=10 and s=1 simultaneously. Most critical single point of failure in the global economy.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth7/10
Memory8/10
Action9/10
Process10/10
Network8/10
Closeness8/10
Portability1/10
Substitutability1/10
Human Fallback2/10
Org Depth9/10
Momentum7/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.8463CES(d, m, a, p)
Knowledge synergy σₖ0.7483√(d · m)
Operability synergy σₒ0.9487√(a · p)
Synergy boost1.25461 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.45001 + 0.5·o
Momentum multiplier1.21001 + 0.3·t
Total Capture2.0863c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.1295CES(x, s, h)
Feedback attenuation0.7038max(0.3, 1 − 0.35·core)
Total Escape0.1912ε + escCore · feedback
B = Capture / Escape10.912.086 / 0.191

Scoring Rationale

Every major AI chip manufactured exclusively by TSMC. Switching = complete chip redesign ($100M+, 2-3 years). 1-2 generations ahead of Samsung, years ahead of Intel.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
PORT1
-4.61
SUB1
-4.61
CLOSE8
+2.73
FALL2
-2.26
DATA7
+0.99
MEM8
+0.92
ACT9
+0.89
NET8
+0.78
ORG9
+0.75
MOM7
+0.54
PROC10
+0.42
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsBig Tech & Semiconductors (7 peers)

#PlatformTickerB-indexZone
01ASMLASML9.62BLACK HOLEProfile →
02AmazonAMZN8.40BLACK HOLEProfile →
03NVIDIA (CUDA)NVDA8.29BLACK HOLEProfile →
04MicrosoftMSFT6.64BLACK HOLEProfile →
05MetaMETA5.22BLACK HOLEProfile →
06AppleAAPL5.22BLACK HOLEProfile →
07Alphabet/GoogleGOOG4.62BLACK HOLEProfile →