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Earlier this year, Bloomberg Economics did an interesting analysis of the economic impact from a China invasion of Taiwan. Overall world GDP would drop 10%, with China down 17%, and the US down 7%. We're talking trillions of $s As others have noted, this goes way beyond semis or tech.
TSMC stock price trades with a China military threat discount and always will until the majority of fabs are outside Taiwan or PRC leadership changes and becomes less hawkish. In other words, not anytime soon.
Funny day. The equity market says Nvidia will destroy Intel's DC and AI business, while at the same time the company is spending billions in AZ and OH for fabs. Thoughts?
Driven by current CCP leadership, military conflict between the US+allies and China in and around Taiwan will be devastating for the world economy for at least 2-3 years. This will be followed by a massive realignment of global economic priorities favoring the US and our allies, led by...
Well said, Arthur. In addition, TSMC's market value would be much higher if not for the dark cloud of CCP threats against Taiwan. Buffett's team clearly believes PRC leadership will not take action any time soon and thus sees recent price weakness as a great opportunity to own one of the most...
