Given the increased political tensions between China and Taiwan, it could be useful to look for an alternative hedge to Taiwan Semiconductor on the US stock exchanges.
The “Chips and Science Act” will give US chip manufacturing companies roughly $52 billion to encourage investments in the semiconductor industry. Meanwhile, the Taiwanese-based sector favourite, TSMC, has dominated in technology and market share but the growing geopolitical risk with China has dragged the valuation of the stock down considerably. To lower your portfolio risk, it could be interesting to evaluate a purchase of Intel shares instead.
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