The danger itself has existed for a long time. In my view, however, there are two reasons why TSMC is better off than it was a few years ago.

1) China has economic difficulties. If they were to attack Taiwan, they would have to reckon with massive Western sanctions, which would hit the economy even harder.
2. TSMC has massively diversified geographically in recent years, including with chip production in the USA. The more and the longer China threatens, the less bad it will be for TSMC.
If 100% of my production is in Taiwan I would be screwed, if only 30% is in Taiwan it would still be a hard blow, but 70% of the factories worldwide could continue to produce "normally".

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Sami@saminaji

7Mon

@Mister_ultra how about Trump’s tariffs? Because Trump accused TSM for stealing the US chip industry.

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Tenbagger2024@Tenbagger2024

7Mon

An attack on Taiwan would push down the entire market and the semiconductor sector in particular

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Sami@saminaji

7Mon

I’m in the same situation as you with 68% profit so the thing I’m doing is I wanna sell all of it except the amount of profit so I just hold the profit in the stock. Thus, from now on even if it goes to zero I don’t care cause it’s only my profit money, not my actual money that I invested initially.

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