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Biden’s $280B “Chip and Science Act” – What is the Taiwanese hedge? (Carlsquare)

2022-08-11 10:39

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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About Carlsquare

Carlsquare is a Pan-European research firm and financial advisor, focusing on M&A, Equity
Research and Growth Equity. Carlsquare has 70+ employees with deep sector knowledge in all 11
GICS sectors. The senior equity research team have an extensive experience about the stock
environment and several business sectors. The team produces company research reports,
independent valuations and trading notes. The group have offices in Berlin, Copenhagen,
Hamburg, London, Munich and Stockholm. Read more

Contact
MARKUS AUGUSTSSON
Head of Equity Research
markus.augustsson@carlsquare.com
+46 (0)76 235 03 20

About Vontobel:

As a globally operating financial expert with Swiss roots, Vontobel specializes in wealth management, active asset management and investment solutions. Digital Investing bundles different investment solutions for private investors either directly or via ecosystems. Read more


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