Why investors need to take Taiwan chipmaker risk 'seriously'

Semiconductors are at the heart of the AI revolution, and with chipmakers leading the charge, it raises questions about the implications for nations reliant on international chip manufacturers. Christopher Miller, assistant professor of international History at Tufts University, joins Market Domination Overtime to discuss the landscape of chip manufacturing.
Miller notes that the leading chipmakers in the US heavily depend on the semiconductor giants in Taiwan, stating, "it does present a risk that I think investors have to take seriously." With the surge in chip manufacturing investments occurring in the US, Miller believes that "it won't be complete self-sufficiency, but it does mean a lot more resilience, especially in case of a political crisis in East Asia."
When it comes to China, Miller suggests that "China is probably going to be close to self-sufficient" in creating chips near the end of the decade. However, he points out that China faces challenges in manufacturing high-end chips, as "right now it's all in Taiwan."
#youtube #Taiwan #China
About Yahoo Finance:
Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
- Get the latest news and data at finance.yahoo.com
- Download the Yahoo Finance app on Apple (apple.co/3Rten0R) or Android (bit.ly/3t8UnXO)
- Follow Yahoo Finance on social:
X: / yahoofinance
Instagram: yahoofinanc...
TikTok: www.tiktok.com/@yahoofinance?...
Facebook: / yahoofinance
LinkedIn: / yahoo-finance

[@jonathanlaue3460]

So what’s the recommendation? Bail on every tech company stock in the world due to conflict fears?! If TSMC goes down, the whole of technology goes down. Any tech investor is an indirect investor in TSMC even if they don’t hold the stock.

[@Adrian-me5wi]

We will defend Taiwan

[@rainkloud]

All of those books are from the library and they're all overdue. This is your last warning Chris: Return the books promptly or face dire consequences

[@sanderdegurra9002]

There is no risk. Just look at how Nvidia exploded today.

[@alb.1911]

Price action has nothing to do with risk. In any case China will not invade Taiwan, this mean bring back the world by 30 years and no one want or will allow that.

[@robertcummins7739]

We must re tool for national security.

[@bobbydennis8333]

Is the US dollar worth anything? Updated: “Been that way for 30 years.” - U.S. Justice Department on the lack of Human Rights in Oklahoma County Jail, 2020 “Makes me feel human again after this place.” - Oklahoma City Art Museum review after life in the local shelters (20+ years in the making), 2024 “It is said that no one truly knows a nation until one has been inside its jails. A nation should not be judged by how it treats its highest citizens, but its lowest ones.” - Nelson Mandela 🥂🥂

[@bobbydennis8333]

Is the US dollar worth anything? Updated: “Been that way for 30 years.” - U.S. Justice Department on the lack of Human Rights in Oklahoma County Jail, 2020 “Makes me feel human again after this place.” - Oklahoma City Art Museum review after life in the local shelters (20+ years in the making), 2024 “It is said that no one truly knows a nation until one has been inside its jails. A nation should not be judged by how it treats its highest citizens, but its lowest ones.” - Nelson Mandela 🥂🥂

[@nathanharris1445]

You would think the govt would be more worried about spending money getting those made here then all these migrants

[@katateo328]

hahaha, cong nghe tuyen truyen khung khiep qua DDD nhung ko bao gio thoat duoc vong kim co cua tao SSS loser ever