Taiwan’s dominance in semiconductor production, led by TSMC’s 90% market share in advanced chips, has become a double-edged sword in geopolitics. While its critical role in the global supply chain serves as a “silicon shield” against potential aggression, it simultaneously makes Taiwan a target for China’s ambitions to reclaim the island under its “One China” policy. The semiconductor wars highlight how this small island’s technological advancements hold immense power over global industries and international relations, posing economic risks and security concerns if conflict disrupts chip production.
My Take
Xi Jinping’s unwavering ambition to take over Taiwan poses a catastrophic threat to global stability, as any conflict would devastate semiconductor supply chains and cripple industries reliant on advanced chips worldwide. The world must act decisively to deter aggression, accelerate semiconductor diversification, and prepare for the profound economic fallout such a crisis would unleash. Although Xi has not set a date, some analysts believe Xi aims for reunification by 2027, coinciding with the People’s Liberation Army (PLA) modernization goals set for that year, which could enhance its capability to conduct operations against Taiwan.
#Taiwan #Semiconductors #Geopolitics #China #GlobalEconomy #TechnologyLeadership #TSMC #SupplyChainResilience
Link to article:
https://www.newsweek.com/2025/01/31/taiwans-silicon-shield-security-guarantee-target-2016959.html
Credit: Newsweek
This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance.