Amid Iran War, Taiwan Semiconductor Manufacturing (TSM) Staring at Chips Production Disruption

TL;DR

Taiwan seeks to keep China threat front of mind in MAGA world Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Harvard University’s top AI stock picks. On March 14, Morgan Stanley warned that the closure of the Strait of Hormuz poses significant risks to the global semiconductor supply chain. Consequently, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) could feel the brunt, given that it manufactures 90% of the advanced chips needed to power the AI revolution.