Part 10/11:
With global capital fragmenting, manufacturing increasingly localized, and chips becoming a critical strategic resource, Taiwan’s importance is only set to grow. Its role in shaping the future of global supply chains and technological innovation is already here.
This isn't the "next big thing." It is the already here big thing.
In Summary
Taiwan is an underappreciated economic powerhouse with high GDP per capita, world-class institutions, and strong structural fundamentals.
Despite geopolitical risks, it has built resilience against invasion and remains strategically vital.
Its stock market is rich with undervalued, high-quality opportunities beyond just TSMC.
Politically stable and democratically governed, Taiwan’s risks are often overstated.