I’ve added to my position in TSM due to heightened global semiconductor risks. Morgan Stanley recently highlighted that a closure of the Strait of Hormuz could severely disrupt supply chains, directly impacting Taiwan Semiconductor Manufacturing, which produces 90% of the advanced chips powering the AI revolution. Coupled with Taiwan’s heavy reliance on imported LNG for power—TSMC alone consumes 9–10% of the nation’s electricity—any energy volatility could ripple through the global supply of smartphone and AI processors. This scenario strengthens TSM’s strategic value and long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 330.70 0 | -0.57% Holding |
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