The AI Illusion: One Company, One Failure Point Here’s the reality the mainstream financial media won’t hammer home hard enough: Over 90% of advanced AI chips—the backbone of everything from Nvidia to OpenAI—are manufactured by a single entity: Taiwan Semiconductor Manufacturing Company (TSMC). That’s not diversification. That’s a choke point. Every AI-driven company you’re told to trust… every ETF… every “future-proof” portfolio… is indirectly tethered to a single geopolitical hotspot sitting off the coast of China. And if you think that’s priced into the market—you haven’t been paying attention. The Geopolitical Time Bomb Nobody Wants to Price In China has made its position clear: Taiwan is not independent. Whether through invasion or blockade, the pressure is mounting. Now think this…
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