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#Venezuela

United States capturing the Venezuelan president Maduro has large implication in geopolitics. Peter Zeihan, one of my favorite geopolitics expert https://youtu.be/ddojVgGAryQ?si=nfpK2_JZNnjt334Q explains how by taking Venezuela, the US is showing a clear expansionist plan, following the Monroe Doctrine.

#TSMC

TSMC produce 90% of the world semi, from Nvidia GPUs, to iPhone chips, cars chips, and even defense systems. An invasion could halt production causing an economic shock. Everyone needs those chips for now, this might change, according Reuters, China built a prototype extreme ultraviolet lithography (EUV) machine in Shenzhen https://x.com/Megatron_ron/status/2001637940988899683. Everyone is starting to build their or chip fab.

These interesting blog posts from SemiAnalysis.com can shine some light on TMSC:

• Semi Analysis - TSMC Overseas Fabs – A Success? https://newsletter.semianalysis.com/p/tsmc-overseas-fabs-a-success
• Semi Analysis - Why America Will Lose Semiconductors https://newsletter.semianalysis.com/p/why-america-will-lose-semiconductors?utm_source=publication-search
• Equity Analysis - TSMC: The Silent War for Global Dominance is Being Fought HERE, https://substack.com/home/post/p-167371968