Semiconductor companies play a crucial role in the technology sector, designing and producing computer chips and related components. That’s exactly why semiconductors have been at the center of hawkish trade talk, with the Biden administration signaling it’s set to clamp down on companies that ship advanced chip equipment to China, like ASML (ASML) \- and separately, industry-critical Taiwan Semiconductor (TSM) is trading down after GOP nominee Donald Trump told Bloomberg Businessweek that Taiwan “did take about 100% of our chip business.” Looking beyond today’s geopolitical chatter, semicondu…