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Not all chip foundry stocks should be treated the same
The media focuses a lot on Russia and Ukraine and less on China and Taiwan.

Taiwan is the big hub for chipmaking. Companies like $TSM and $UMC produce the majority of their chips in Taiwan. While these companies contribute the majority of chip manufacturing to the world, if ever China decides to invade Taiwan, these companies will have to halt production. Then, the rest of the world have to do business with foundry businesses outside of Taiwan.

$GFS, the second-largest chip foundry company (TSMC is #1), has its foundry factories in the US, Germany, and Singapore. They are nowhere to be found in Taiwan.

$INTC, another major foundry company, has many locations in the US, Latin America, Malaysia, Vietnam, and Israel. Unlike GlobalFoundries, Intel also has foundry factories in China, which also puts them at risk if ever China decides to enact policies against the exporting of chips to the US.

With tensions in Taiwan rising, I'm becoming less comfortable with investing in Taiwanese chip makers. I prefer a chipmaker like GlobalFoundries or Intel, which are more diversified geographically or have many factories in the US.

Thoughts?

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