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But then again what won't? Non tech stocks?
by utopiah 9mo ago
But then again what won't? Non tech stocks?
- throwaway5752 9mo agoGold stocks, basic materials, MSCI world and emerging market indexes. Look at their prices and see how very smart people are positioning their money.
- zitterbewegung 9mo agoIndustrial military complex and government contractors.
- utopiah 9mo agoJets, tanks, drones and data centers for intelligence services, even design, are full of electronics but what's the share of those not made in Taiwan?
- LunaSea 9mo agoDon't they also depend on chips for a lot of components?
- mikkupikku 9mo agoProbably a lot more from TI and Intel than Taiwan.
- utopiah 9mo agoI'd be curious how many of the design and verification (using computer vision) tools used at TI and Intel rely on on farms of stock GPUs thus chips still made in Taiwan. They might have in house chips just for such part of their workflows though, any insight appreciated.
- rwmj 9mo agoYes, lots of other companies would be affected to a greater or lesser extent (even non-tech stocks), but specifically any company that relies on manufacturing all their product in Taiwan will be affected most of all.
- immibis 9mo agoThe whole economy will crash. Probably won't be due to China invading Taiwan though. More likely because the president decided to delete their country's world reserve currency status (which is another word for a trade deficit).