Semiconductors: 2 reasons why the strategic status quo in this sector is under attack

Marc Kennis Marc Kennis, July 14, 2022

Semiconductors have become the new oil, gold and data

Stocks Down Under’s in-house semiconductor expert, Marc Kennis, thinks the geostrategic significance of the semiconductors sector has increased over the past several years and the rapid expansion of chip production in China has Western governments concerned.

China, the new kid on the semiconductor block, is no longer a kid, which challenges the strategic status quo in the chip business.

 

Is a move on Taiwan imminent?

He also notes that China has been flexing its military, political and economic muscles in Southeast Asia, and the semiconductors sector has already begun to be seriously impacted by China’s (perceived) strategy for Taiwan over the next five years.

Stocks like TSMC in Taiwan and ASML in The Netherlands are being affected.

So, how are nations reacting to the threat posed by China and which semiconductor stocks should you buy at the moment?

Check out our recent interview on Ausbiz below!

 

Semiconductors

 

 

No time to do stock research, but you still want to invest?
 
Stocks Down Under Concierge gives you timely BUY and SELL alerts on ASX-listed stocks!

 

GET A 3-MONTH FREE TRIAL TO CONCIERGE TODAY

 

No credit card needed and the trial expires automatically.

 

Blog Categories

Get Our Top 5 ASX Stocks for FY25

Recent Posts

Dividend Stocks

Top 10 ASX Dividend Stocks to Watch in June 2025

As investors, one of the most attractive features of the Australian Securities Exchange (ASX) is its long-standing reputation for dividend-paying…

Greatland Gold

From Explorer to Producer: Greatland Gold’s Strategic Evolution

Greatland Gold has long been associated with promising exploration projects across some of the world’s most mineral-rich regions. However, in…

BM8

Battery Age Minerals (ASX:BM8) hopes for a Golden Age from one of the biggest sources of Kerry Packer’s wealth

Last November, our colleagues at Pitt Street Research introduced you to Battery Age Minerals (ASX:BM8), whose potential company-maker is an…