Also no one is talking about how exposed we are to Taiwan. Nvidia, AMD, Apple, any company building out GPUs (so Google, Microsoft, Meta etc), even Intel a bit, are all manufacturing everything with one company, and it's largely happening in Taiwan.
If China invades Taiwan, why wouldn't TSMC, Nvidia and AMD stock prices go to zero?
If China invades Taiwan, why wouldn't TSMC, Nvidia and AMD stock prices go to zero?