One approach that feels a bit more direct is investing in semiconductor stocks.
I agree with this and the above points.
One way to potentially overcome the issues with TSMC might be to supplement the investment by buying into commodities like silicon and coltan. This is still not guaranteed to capture most of the value, but might be a method of diversification. But there are many ethical considerations (particularly with coltan).
I agree with this and the above points.
One way to potentially overcome the issues with TSMC might be to supplement the investment by buying into commodities like silicon and coltan. This is still not guaranteed to capture most of the value, but might be a method of diversification. But there are many ethical considerations (particularly with coltan).