$Taiwan Semiconductor Manufacturing(TSM)$ TSM needs an operational North American Fab. I don't know, if China invaded Taiwan. The easiest thing for NATO would just be to destroy the Taiwanese Fab if invaded by China. It's not very likely. But a possible reality. I would own TSM. But Geo Political Tensions make it difficult for long-term portfolio ownership like that. That's a hard 10 on the risk scale.

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