Top Traders Unplugged cover image

GM12: WW3 is just the beginning ft. Peter Zeihan

Top Traders Unplugged

NOTE

**TSMC semiconductors **

If china takes tian, which we can get into a little bit later, a harves 63 % of te world wide semi conductor output. Howevera the united states, actually, prd, produces 55 % of the world semi conductors by value. So if it's going into a cell phone or a server farm or a laptop, it probably comes from the us. The next teer down is where the tywenese and the creans are. Then mid tir which is for lak aero space and cars. That's primarily tiland and malasia. And the low end stuff, like if you want anono, a smart blender, that's probably coming from

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