Taiwan makes 70% of the world semi conductors. What do you think will happen to prices of appliances, cars and cell phones if china invades? Intel and other fabs won’t be able to ramp up production from Taiwans losses until 15+ years. It’s taking intel 3-4 years to build their new fab and it’s production capacity is like 1% relative to the world total$Taiwan Semiconductor Manufacturing(TSM)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment51

  • Top
  • Latest
  • JC888
    ·2023-03-22
    如果中国现在发动攻击(中国不会),美国将会干涉,因为中国的国家利益受到威胁。
    随着台积电在台湾以外建立新的代工厂,重心将在3年内转移。
    现在是中国想出一个不受美国或欧盟控制的替代全球支付系统的时候了。
    到那时,n带公路的大规模工程将有其生命 拥有。
    如果中方在那时发动攻击,美国不会干涉。
    Reply
    Report
  • Cory2
    ·2023-03-22
    But where do most of the manufact uring parts/materials come from?
    Reply
    Report
  • Lord Tan
    ·2023-03-22
    China will take over the production and sale la
    Reply
    Report
  • Joseph26
    ·2023-03-22
    F
    Reply
    Report
  • JC888
    ·2023-03-22
    .
    Reply
    Report
  • HawTK
    ·2023-03-22
    G ood
    Reply
    Report
  • boonk
    ·2023-03-22
    nice
    Reply
    Report
  • ryanoon
    ·2023-03-22
    Nice
    Reply
    Report
  • MLFL
    ·2023-03-22
    hi
    Reply
    Report
  • 1MStream
    ·2023-03-22
    Good
    Reply
    Report
  • Cikgu
    ·2023-03-22
    Hello
    Reply
    Report
  • FookChia
    ·2023-03-22
    k
    Reply
    Report
  • Jo C
    ·2023-03-22
    Ok
    Reply
    Report
  • Ed_G
    ·2023-03-22
    Ok
    Reply
    Report
  • Cikgu
    ·2023-03-22
    Hi
    Reply
    Report
  • tina go
    ·2023-03-22
    k
    Reply
    Report
  • yzyang
    ·2023-03-22
    Ok
    Reply
    Report
  • vivo8787
    ·2023-03-22
    Ok
    Reply
    Report
  • Daveforceone
    ·2023-03-22
    好的
    Reply
    Report
  • BabokSong
    ·2023-03-22
    ok
    Reply
    Report