Taiwan Chip Supply Chain Likely To Resume Normal Operation In One Day Amid Strongest Earthquake In 25 Years
Portfolio Pulse from Charles Gross
The Taiwan chip supply chain is expected to resume normal operations within a day following the strongest earthquake in the region in 25 years, according to DigiTimes. This quick recovery is crucial for global semiconductor availability.

April 03, 2024 | 9:41 am
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POSITIVE IMPACT
The Taiwan chip supply chain's quick recovery from the earthquake is likely to maintain investor confidence in Taiwanese assets, including EWT.
EWT, which tracks Taiwanese stocks, is likely to see a positive impact as the quick recovery of the chip supply chain demonstrates resilience, potentially boosting investor confidence in Taiwanese assets.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
TSMC, a key player in the global semiconductor industry, is expected to quickly resume operations, minimizing disruptions and potentially boosting investor confidence.
As TSMC is a major component of the global semiconductor supply chain, its ability to quickly resume operations after the earthquake is critical. This resilience is likely to reassure investors, potentially leading to a positive impact on TSM's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 90