Want Geopolitical Insurance for Your Semiconductor Investments? Buy This Stock
As one examines the landscape of the semiconductor industry, it becomes hard to escape its sensitivity to some geopolitical events.
According to a recent Congressional Research Service report, approximately 35% of global wafer fabrication capacity for all logic chips resided in Taiwan in 2020. In addition, a joint report by the Semiconductor Industry Association (SIA) and Boston Consulting Group (BCG) says that Taiwan accounts for a whopping 92% of wafer fabrication capacity for advanced logic chips -- chips manufactured using a technology process of under 10nm -- globally.
Source Fool.com