Taiwan Semiconductor (TSM) is planning a U.S. expansion, which is a positive, but that doesn't alleviate supply chain risks, says Angelo Zino. He discusses how a potential China attack on Taiwan is the biggest risk to the chip industry. He cautions that supply chain risks will remain extremely high, at least over the next 3-5 years. He also talks about how TSM is to raise its Arizona chip investment to $40B. He then goes over which semiconductor stocks are the best positioned. Tune in to find out more about the stock market today.