Kunst: Taiwan Semi is almost impossible to replicate in the short term

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Sarah Kunst, Managing Director at Cleo Capital, explains why Taiwan Semi remains vital amid trade tensions, warns of chip sector volatility, and highlights Alphabet as a promising long-term tech play.

Sarah Kunst, Managing Director at Cleo Capital, explains why Taiwan Semi remains vital amid trade tensions, warns of chip sector volatility, and highlights Alphabet as a promising long-term tech play..