Part 4/11:
The Taiwan Strait is arguably the most monitored waterway on Earth. Multiple joint exercises by the US, Japan, and Taiwan serve as deterrents to any sudden invasion. Taiwan has built extensive resilience measures—civil defense, supply chain buffers, and cybersecurity capabilities—that make a hypothetical invasion costly and complex. Even in a worst-case scenario, the broader market chaos would overshadow Taiwan-specific risks, making it a less significant concern for diversified portfolios.
Beyond Semiconductors: The Broader Market Value
Taiwan is best known globally for TSMC (Taiwan Semiconductor Manufacturing Company), often hailed as the Beyoncé of chip manufacturing—flawless, powerful, and globally iconic. Yet, Taiwan's economic landscape extends far beyond semiconductors.