Jan. 18 at 12:18 PM
$AAPL Taiwan matters to the U.S. for a simple reason: too many things the world needs are made there, and too many trade routes pass nearby.
When Taiwan looks less stable, companies don’t “debate politics.” They adjust.
Wider delivery promises.
More inventory.
Higher shipping + insurance.
More cash “just in case.”
No “event” is required. Costs rise because everyone plans for delay.
HERE:https://cundilldeepvalue.substack.com/p/taiwan-is-not-a-chip-story-its-a
That’s this article: not a theory, not a debate — just how uncertainty turns into higher costs in the real world.
$META $AMZN $PLTR
