The article discusses the potential impact of former US President Donald Trump’s threats towards Taiwan on the tech industry, particularly semiconductor stocks. It suggests that Trump’s rhetoric could lead to increased investment in Taiwan Semiconductor Manufacturing Company (TSMC) and other chip makers, boosting their stock prices. The key points are: 1) Trump’s comments about defending Taiwan militarily against China have raised geopolitical tensions, but could benefit Taiwan’s chip industry. 2) TSMC is a crucial supplier of advanced chips for tech giants like Apple and Nvidia, and increased investment in its production could drive up its stock. 3) The article recommends buying tech stocks, especially semiconductor companies, as they could benefit from this geopolitical situation in the lead-up to the 2024 US presidential election. 4) It cites analysts who believe TSMC’s stock could rise over 20% in the next year due to strong demand for its chips.