Taiwan, Chips, and Apple: A Geopolitical Crunch for Tech Giants
TL;DR Summary
The New York Times reports a 2023 CIA briefing warned a China-Taiwan invasion could disrupt global chip supply and harm both the US and Chinese economies; despite this, Apple and other chipmakers haven’t meaningfully moved production away from Taiwan. Apple is pushing some US manufacturing and TSMC is expanding in Arizona, but advanced nodes still rely on Taiwan. A conflict could trigger significant supply disruptions, though US-led allied production could mitigate some effects.
- America's spymasters terrified Tim Cook with Taiwan invasion timeline AppleInsider
- The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - The New York Times The New York Times
- Apple, Nvidia, Qualcomm and AMD have long ignored a 'China warning' from US government that threatens to 'cripple' American economy if comes true, claims report The Times of India
- CIA told Apple CEO Tim Cook that China might attack Taiwan in 2027 and Apple should get ready India Today
- Washington's Nightmare: Why America's AI Future Is Stuck On A Small Island Near China Benzinga
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