We've got two different stories on the global ship trade.

Motley Full Money starts now. I'm Dylan Lewis and I'm joined over the airwaves by

my

I'm Dylan Lewis and I'm joined over the airwaves by Motley Full analyst Osset Sharma.

Osset, thanks for joining me.

Dylan, I appreciate you having me.

We've got two different looks at the world of chips and an update on a chippy board vote as well.

Ah, so let's start out with the news in Taiwan,

the country dealing with its largest earthquake in 25 years,

a 7.5 magnitude earthquake affecting plenty of things locally.

So far, hundreds injured, and there have been deaths as well

and a lot of damage.

So obviously, our thoughts and concerns

with the people that are there locally as they're dealing with that.

The market's focus as they look at that is with the operation of chip

manufacturing because Taiwan is home to Taiwan semiconductor

Osset perhaps probably one of the most important chip makers in the world.

Yeah certainly Dylan I mean something like 90% of the important chip makers in the world. Yeah, certainly, Dylan.

I mean, something like 90% of the world's most advanced

chips are manufactured at TSMC.

So anytime you have some type of cataclysmic event, investors return to the big risk of investing

in T-SMC, but also the risk to the entire supply chain of chips that power economies all over the world.

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