In a gold rush, be the guy selling “picks and shovels”. You’re not going to be the one who finds any gold but regardless of who finds or doesn’t find gold, you’re going to make money. Similarly, amidst the current global semiconductor shortage, be the guy (or invest in the guy) selling tools to make semiconductors. Experts claim that the global supply chain, most importantly Taiwan’s TSMC, has always been open to an exogenous shock. It took COVID-19 to rear its ugly head to prove the point. In response, the world’s dominant chip-making companies and governments have pledged to ramp up chip-making capabilities: Taiwan Semiconductor (TSMC), the largest semiconductor manufacturer plans to spend $100 billion over the next three years alone to increase production capacity. SK Hy