Is it really only the risk with China? I understand it would be horrific for TSM if Taiwan was invaded, but as someone under 20 years old, I am more than happy to bet my money on WW3 not happening.
They are miles ahead of other semiconductor producers, and out of the major producers, they are the only one who is only a foundry. Samsung competes with Apple, therefore they prefer TSM. NVIDIA, AMD etc compete with Intel therefore they will also prefer TSM even if Intel catches up. Not to mention the CEO's of NVIDIA and AMD are also Taiwanese.
What are the other risks to this company? I've researched this quite a bit and it always comes down to "It's an amazing company, but geopolitics". Maybe I'm not seeing something, but this stock only seems to go upwards unless Taiwan is invaded.
