CIA Briefing Flags 2027 Taiwan Move as China Threatens Global Chip Supply

TL;DR Summary
A New York Times investigation reveals a July 2023 classified CIA briefing warned China could attack Taiwan by 2027, a session attended by Tim Cook and other tech CEOs. The report highlights Taiwan's central role in global chip production via TSMC and the potential economic fallout if access is disrupted. In response, Washington has pushed for domestic chip manufacturing through CHIPS Act subsidies, with Apple pledging substantial U.S. investment and TSMC committing large U.S. investments; however, the so‑called silicon shield remains uncertain as geopolitical tensions persist and Taiwan seeks to retain advanced manufacturing on the island.
- Tim Cook Warned by CIA That China Could Move on Taiwan by 2027 MacRumors
- The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored The New York Times
- America’s narrative on Taiwan needs an update Brookings
- Chip reshoring limits and AI power IC shortages strain supply Sourceability
- US tech giants tied to Taiwan risks Taiwan News
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