If China invades Taiwan, why wouldn't TSMC, Nvidia and AMD stock prices go to zero?
I don't catalog shows and episodes where any particular topic comes up, and I follow over 100 podcasts so I don't have a specific list you can fact check me on.
Personally I could care less if that means you choose not to believe that I hear the Taiwan risk come up often enough.
Asianometry playlist on TSMC
How? Do you read summaries? Listen at 3x speed 5 hours a day?
They also could just send a big rocket barrage onto the factories. I assume it would be very hard to defend from such a short distance.
Then most ports and cities in taiwan are towards east (with big mountains on the western side). Would be very bad if China decides to blockade it by shooting ships from their main land...
Also very little the west could do imo. A land invasion in china or a nuclear war don't seem very reasonable.
Looking how west has little willpower to truly sanction russia, against China there will be even less sanctions.
We aren't? It's one of the reasons the CHIPS Act et al get pushed through, to try to mitigate those risks. COVID showed how fragile supply chains are to shocks to the status quo and has forced a rethink. Check out the book 'World On The Brink' for more on that geopolitical situation.