A new risk assessment highlights the significant exposure of U.S. technology supply chains to geopolitical disruptions in Taiwan. Taiwan Semiconductor Manufacturing (TSM) remains the focal point of these concerns.
The report identifies TSM as the primary supplier of advanced semiconductors to global technology firms. Analysts warn that any export interruption would impact numerous U.S. and international hardware and services companies.
Investors are shifting focus from short-term stock volatility to long-term structural risks. These risks stem from the high concentration of advanced chip manufacturing in a single geographic region.