My one-hundred-and-sixty-sixth YouTube video “It’s All About Water” went up today.
We’re back after a hiatus! In this video, I look at how global water scarcity could impact the chip industry, using Taiwan Semiconductor Manufacturing (TSM) as an example. I then provide some of my top picks for water stocks–more to come in an upcoming Special Report: Investing in Water Stocks on my JubakAm.com subscription site.
Please watch and subscribe to my YouTube channel. And like my video.
Here’s the link:
The data isn’t especially clear or reliable. Doesn’t deal with reclaimed or reclaimed to what degree (for what use.) I’ll dig deeper into the data when I do my September Special Report on water stocks
But how much of that water is reclaimed during the manufacture of chips? I can’t believe it’s just wasted. I assume a company like Danaher would be about to address that.