shining87
05-01

$Taiwan Semiconductor Manufacturing(TSM)$ It's hard to psych out TSM's global manufacturing expansion. Many variables & little information. This could be partly political (and I'd place the Arizona expansion here--I doubt TSM would have selected the US Southwest to expand manufacturing without significant financial help from the US Gov't and political pressure from that same Gov't), and partly insurance (nice to have alternatives with the "People's Army" staring at you). I think they will go through with the deals...whether they should or not is another matter.

One additional factor in favor of diverse manufacturing sites are the earthquakes. It's been hard to miss the repetitive shocks that have hit Taiwan over the past few weeks. I'm actually much more concerned about geological disruption than geopolitical disruption. It's probably a good idea to have manufacturing backups.

French Guiana Fire GIF by European Space Agency - ESAFrench Guiana Fire GIF by European Space Agency - ESA

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  • MayGodwin
    ·05-07
    TSM's global expansion is a tricky situation with many variables.
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