The Impact of TSMC's Political Intervention on Manufacturing

The company that you know clearly dominate this space of course is Taiwan semiconductor. Fascinating company super good at what they do, and happens to be at the center of a real geopolitical problem. And so, I think that it's very, very unlikely for TSMC to have a political intervention in its manufacturing. But there is danger because Taiwan happens to be the epicenter of seismic activity. That's probably a bigger risk than the political ones.