I made an additional investment in Taiwan Semiconductor Manufacturing Company (NYSE: TSM) due to growing geopolitical and supply chain risks that could impact global chip production. With 90% of advanced AI chips reliant on TSM, any disruption—like the potential closure of the Strait of Hormuz—poses significant supply challenges. Taiwan’s dependence on liquefied natural gas for its power grid, which fuels TSM’s operations consuming nearly 10% of national electricity, adds another layer of risk. I view this as an opportunity to invest strategically in a critical player whose scarcity-driven value could be amplified by these emerging vulnerabilities.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 329.75 0 | -0.39% Holding |
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