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Taiwanese tech sector outlook amidst geopolitical tensions
Despite the geopolitical noise, Taiwan's semiconductor industry remains a cornerstone of the global tech economy. How are you evaluating the long-term resilience and growth prospects of this sector, and what are the tail risks to watch?
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I agree that the semiconductor industry is crucial, but I can't shake off the tail risk of regional instability. Diversification of manufacturing outside of Taiwan seems like a necessary, albeit slow, long-term trend. What's your take on the speed of that diversification?