Also no one is talking about how exposed we are to Taiwan. Nvidia, AMD, Apple, any company building out GPUs (so Google, Microsoft, Meta etc), even Intel a bit, are all manufacturing everything with one company, and it's largely happening in Taiwan.
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.
Charitably, perhaps they're simply asking for podcasts that they would be interested in listening to that cover these topics. Personally, I would like to listen to a podcast that talks about semiconductor development, but I've done approximately zero research to find them so I'm not pressed for an answer :)
Different kind of work for me st least. If I'm not at a desk coding I'm often out working on a farm. You have plenty of time for podcasts while cutting fields.
I don't think they really need to invade for this. It is almost in artillery range (there are rounds that can go 150km).
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.
> Also no one is talking about how exposed we are to Taiwan.
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.
If China invades Taiwan, why wouldn't TSMC, Nvidia and AMD stock prices go to zero?