Comment / US-Taiwan-China: supply chain through the lens of TSMC, Intel & AMD

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(Editor’s note: This is the first column for Premium by Jack Riddick, research analyst. If you want to know more about him, or get in touch, please click here.) 

This is a fire without a frying pan: there are no reliable options for US companies to hedge against geopolitical risks to the semiconductor supply chain in Taiwan.

News out Monday: The US and Vietnam have agreed billions of dollars in business deals in a bid to bolster supply chain resilience amid souring relations between Washington ...