Repost with more stock related comments since mods felt the previous post was political and lacked enough stock connections, and was thus removed.
TSMC fabs located in taiwan are at risk if china decides to invade. ASs a result fabless semi conductors such as AMD and NVDA are also under threat by China if they decide to follow russias lead and invade Taiwan.
The risk is much higher now than at previous times, as China can view weakness by the west and an inability to deal with even a poor country such as russia. China is much more powerful than Russia and they can assume that Taiwan would be easy to take over.
Sources for this analysis:
Speaking in Beijing, Foreign Ministry spokesperson Hua Chunying dismissed any link between the issues of Ukraine and Taiwan.
“Taiwan is not Ukraine,” she said. “Taiwan has always been an inalienable part of China. This is an indisputable legal and historical fact.”
https://news.yahoo.com/taiwan-says-must-raise-alertness-082209933.html
In April 2021, The Economist described Taiwan as “the most dangerous place on Earth” on a magazine cover that reverberated across the country. Now, as Russian forces march into eastern Ukraine, commentators in the West believe Beijing might seek to emulate Moscow by launching its own invasion—but most Taiwanese disagree.
https://www.newsweek.com/how-russias-invasion-ukraine-playing-out-taiwan-amid-china-threat-1681324
British Prime Minister Boris Johnson on Saturday said “echoes” of what happens in Ukraine “will be heard in Taiwan,” while US Secretary of State Antony Blinken on a trip to Australia earlier this month obliquely said “others are watching” the Western response to Russia, “even if it's half a world away in Europe.”
Concerns have been rising in recent years that a confident China under leader Xi Jinping may make a bold move to take control of Taiwan, and Beijing will likely be carefully monitoring the situation in Ukraine for signs of how Western powers respond — and just how severe those responses are.
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