With a ~20% probability that China attacks Taiwan and semiconductors from both regions are temporarily no longer available: which semiconductor stocks would then be the winners? Keyword production capacities in USA/Europe/Japan/South Korea?
••
@Kotschi_232 If that happens, all hell will break loose first... You can't just send orders from one fab to another, the processes are fundamentally different... In other words, first there is a worldwide shortage of chips combined with a global economic crisis... Then it depends on who has the most capacity where and can switch the fastest...
••
@Kotschi_232 https://www.visualcapitalist.com/semiconductor-foundry-companies-ranked/ describes the extreme dependence on Taiwan quite well...
•
11
•
@Kotschi_232 $INTC that focus more on foundry business einschiessen✌️
••
5Mes
@ValueWilli I agree with you. $INTC will (in my opinion) become all the more important as its transition to a contract manufacturer progresses. This means that $7731 in particular will also benefit, as they supply the systems to Intel. Source: https://asia.nikkei.com/Business/Companies/Nikon-carves-lens-expertise-into-niche-in-chipmaking-and-space
••