Point of failure in your tech portfolio: Taiwan's 90% cutting-edge chip monopoly

Taiwan manufactures about 62% of the world's semiconductors and over 90% of cutting-edge chips (through TSMC).

Without access to TSMC's chips, global production lines would grind to a halt. Nvidia would have no way to manufacture its AI GPUs, Apple would lack chips for the iPhone, and AMD or Intel would be left paralyzed.