Given tensions between China and Taiwan, how would a conflict change the semiconductor industry and which companies are best positioned to benefit from a disruption? via /r/wallstreetbets #stocks #wallstreetbets #investing


Given tensions between China and Taiwan, how would a conflict change the semiconductor industry and which companies are best positioned to benefit from a disruption?

A few months ago I watch a youtube video really highlighting the threat and potential disruptions to the semiconductor industry worldwide if there was a conflict with Taiwan. And with the recent passage of the CHIPS act the US is working to bolster its own onshore production.

https://www.youtube.com/watch?v=p6sCsOdqXQw&t=1941s

Those fears are very relevant today and we don't need to see a full scale invasion to see massive disruption in the industry. So, looking into that theme, which semiconductor companies potentially benefit from disruptions with TSMC?

Submitted August 02, 2022 at 05:36PM by Phantom_Symmetry
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