Yesterday, a friend and I were discussing the geopolitical risks surrounding TSMC, and we had some disagreements. We don’t fully agree on how significant the potential future risks might be.
In particular, when talking about certain international events and military actions, like Trump’s actions toward Venezuela, we had different views on whether, and to what extent, these factors could impact TSMC’s long term development.
So I wanted to hear everyone’s thoughts: how do you see TSMC’s future trajectory? How much weight do geopolitical risks carry in your investment decisions?