Reigonal Reliance for Critical goods
The world is 4.5x more dependent on Taiwan for advanced semiconductors than Europe was on Russia energy imports before the war in Ukraine.
Any disruption to TSMC’s production due to the earthquake in Taiwan will have immediate effects on prices, GDP, supply chains, etc. on the rest of the world.
Any disruption to TSMC’s production due to the earthquake in Taiwan will have immediate effects on prices, GDP, supply chains, etc. on the rest of the world.
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