$INTC: The Intel Hedge against Taiwan
Why Intel Stands to Gain from TSMC's Vulnerabilities
A military conflict or blockade in the Taiwan Strait (most likely triggered by China attempting to seize or isolate Taiwan) would immediately cut off TSMC, the world’s dominant producer of advanced semiconductors. TSMC currently manufactures:
Over 90% of the planet’s most advanced chips (sub-7nm nodes)
Roughly 55% of all leading-edge logic capacity global…
