It looks like Huawei and SMIC will have a tougher time producing their chips as TSMC places them on its export restriction list.

China’s recent military exercises around Taiwan highlight its escalating ambitions and hybrid tactics aimed at reshaping the region. Europeans must strengthen their cooperation with Taiwan—and

Hegseth focused his warning on Beijing’s stance toward Taiwan, making the stakes clear for the broader region. “To be clear: any attempt by Communist China to conquer Taiwan by force would result in devastating consequences for the Indo-Pacific and the world,” he said.

ASML navigates geopolitical tensions, while currently offering upside of up to 63% even when considering no future revenue from China. Read more on why ASML is a Strong Buy.

Defense industry autonomy has emerged as a global priority amid escalating geopolitical tensions. The Taiwan-US Defense Industry Forum recently concluded with former US Army Secretary Christine Wormuth leading a defense delegation to the island,