The semiconductor industry has been heavily influenced by geopolitical strategy, with countries like Taiwan and China playing crucial roles in chip manufacturing and innovation.
The United States, while a dominant force in technological leadership, is in a precarious position due to dependence on Taiwan and China for chip manufacturing and assembly.
Investors should consider companies like Intel as strategic assets, monitor the monopoly of companies like ASML, and be aware of potential geopolitical tensions impacting the semiconductor industry.