Taiwan is home to 92% of the world’s most advanced semiconductor manufacturing capacity (Semiconductor Industry Association). The concentration of this capacity in a single country makes it a critical and vulnerable component of global supply chains (Reuters, Bloomberg). Recent research has shown that even a short-term disruption at a Taiwan fabrication facility could have a long-lasting impact on the supply chain (HBR). Natural disasters and public health emergencies in Taiwan have impacted the semiconductor supply chain before, and some worry that geopolitical tensions have the potential to be even more disruptive (Ars Techinca, Chicago Tribune, PC Gamer). 

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