Discussion

• @kaitlancollins Kaitlan Collins on x

  “The single biggest threat to the world economy, the single biggest point of single failure, is that 97 percent of the high-end chips are made in Taiwan,” Bessent said. “If that island were blockaded, that capacity were destroyed, it would be an economic apocalypse.”

• @pstasiatech Paul Triolo on x

  Couple of additional thoughts. No, Silicon Valley has not ignored anything. When there are no good alternatives, you go with what works. Also, most of the variables here are outside the control of a single company.

• @pstasiatech Paul Triolo on x

  In addition, the Chips Act funding was just not sufficient to materially move the needle in an industry driven by massive capex requirements. Any serious onshoring strategy requires long term commitment and attention to entire ecosystem. This was not the case here, similar to

• @pstasiatech Paul Triolo on x

  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored Good summary of a situation I have written about for nearly a decade...but misses a lot.... https://www.nytimes.com/... via @NYTimes

• @mcbridetd Timothy McBride on bluesky

  This is really a huge problem that no one is considering.  The consequences could be devstating on every day life  —  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - The New York Times www.nytimes.com/2026/02/24/t...

• @terigoodson Teri Goodson on bluesky

  “A Chinese blockade of Taiwan, the officials said, could choke the supply of computer chips made on the island and bring the U.S. tech industry to its knees.”  —  www.nytimes.com/2026/02/24/t...

• r/italy r on reddit

  L'impellente disastro di Taiwan che la Silicon Valley ha ignorato a lungo

• r/NVDA_Stock r on reddit

  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

• r/neoliberal r on reddit

  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

• r/technology r on reddit

  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

• r/intelstock r on reddit

  The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored

• NewsMax.com NewsMax.com on x

  Bessent Warns of ‘Economic Apocalypse’ if Taiwan Lost

• @autismcapital @autismcapital on x

  🚨 BREAKING: The New York Times reports that Tim Cook of Apple and other top tech executives were warned that China could attack Taiwan by 2027 and that they should plan accordingly. [image]

• @jyarow Jay Yarow on x

  Interesting programming and counter programming in the NYT and WSJ today [image]

• @ali_wyne Ali Wyne on x

  .@trippmickle notes that “with Taiwan, China, and other countries also pouring billions into semiconductor plants, the United States would still account for only 10 percent of the world's semiconductor production in 2030.” https://www.nytimes.com/...

• @jimpethokoukis James Pethokoukis on x

  “... cutting the supply of chips from Taiwan would lead to the largest economic crisis since the Great Depression. U.S. economic output would plunge 11 percent, twice as much as the 2008 recession.” https://www.nytimes.com/...

• @jamestobyne @jamestobyne on x

  Kind of weird how the NYTimes made this image seem ominous using what appears to be Taiwanese aboriginal patterns and design ... The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored - The New York Times https://www.nytimes.com/...

• @arik.org Arik Hesseldahl on bluesky

  When I worked for Electronic News (RIP) in the late 1990s I tried to write a “what if” scenario story concerning a Chinese invasion of Taiwan and the economic implications of losing access to TSMC and UMC.  No one in the industry nor in the Clinton Administration would engage on …

• @patrickgaley Patrick Galey on bluesky

  Did it really require the NYT to “review documents and interview 60 people across the tech industry” to realise that having 90% of an entire industry's apex product manufactured by one company on machines made by one other company might not be a great way to operate? www.nytimes.…

• @rolfewinkler Rolfe Winkler on x

  And btw, Apple is moving some Mac Mini assembly to Houston later this year. Not soon enough for all the OpenClaw people maybe. https://www.wsj.com/...

• @markgurman Mark Gurman on x

  Apple is going to start making some Mac minis in the U.S. later this year. Seems like it'll replace the Mac Pro as its lone domestically assembled device. https://www.bloomberg.com/...

• r/apple r on reddit

  Apple accelerates U.S. manufacturing with Mac mini production

• r/houston r on reddit

  Apple Plans to Manufacture Mac Mini in Houston

• @rolfewinkler Rolfe Winkler on x

  Apple gave The Journal an exclusive tour of partner facilities to show how it is helping reshore chip manufacturing. Fascinating to learn how this process works. Hopefully I've made it half-way understandable! https://www.wsj.com/...

• @yiningkarlli Yining Karl Li on x

  So this is what Apple's custom Apple Silicon servers for Private Cloud Compute look like. The new WSJ video about Apple's push for US-based manufacturing features a first-ever look at Apple Silicon server enclosures. ...they look like normal servers! https://www.youtube.com/... […

• @azbriananderson Brian Anderson on x

  AZ is the future “TSMC's Arizona site will be a company town on more than 2,000 acres if its plans are ultimately completed. One fab is built and producing chips, a second will come online next year and a third, currently a steel-beam skeleton, by 2030.” https://www.wsj.com/... […

• @tonyromm Tony Romm on bluesky

  some really great, important reporting here on how U.S. dependence on Taiwan for chips — and tech giants' refusal to do something about it — poses dire risks for the economy in the event China targets the country www.nytimes.com/2026/02/24/t...

• @ryanl_hass Ryan Hass on x

  4/ - The US is on solid ground pressing for more chip production in the US. It would be irresponsible not to hedge that national security risk; - At the same time, US leaders must understand the time horizons required for ramping up domestic production of chips;

• @ryanl_hass Ryan Hass on x

  3/ - Banging the drums of war has not been terribly persuasive during Biden or Trump administrations in getting US tech firms to alter their decisions; - Cutting the supply of chips from Taiwan would lead to the largest global economic crisis since the Great Depression;

• @ryanl_hass Ryan Hass on x

  2/ - Even chips produced in Arizona still need to be sent back to Taiwan for packaging to be transformed into leading AI chips; - Taiwan increasingly is being discussed in national security policy circles as a risk to be mitigated instead of a partner to be embraced;

• @ryanl_hass Ryan Hass on x

  1/ Flagging this important deep dive on the symbiosis between US tech companies and Taiwan's semiconductor ecosystem. The piece highlights several important points: - There is no near-term substitute for chips produced in Taiwan; (short 🧵) https://www.nytimes.com/...

• @dalzell60 Michael D. Swaine on x

  https://www.nytimes.com/... via @NYTimes This piece is a mix of fact and distortion. There is no realistic scenario in which China seizes control of Taiwan's high-tech manufacturing capabilities and then uses it successfully to leverage the West. A Chinese kinetic action against

• @firstadopter Tae Kim on x

  Incredible reporting from @trippmickle A must read https://www.nytimes.com/...

• @arik.org Arik Hesseldahl on bluesky

  Today's @nytimes.com takeout on the geopolitical risk in Taiwan concerning TSMC and leading edge silicon chips is easily the most important tech and business story you will read this week. www.nytimes.com/2026/02/24/t...

• @yuchenj_uw Yuchen Jin on x

  OpenClaw Mac mini effect...

• @tim_cook Tim Cook on x

  As part of our $600B commitment, Mac mini will be produced in the US for the first time later this year! We're accelerating our progress even further— producing more AI servers and opening an all-new Apple Advanced Manufacturing Center for hands-on training. [video]

• @brad_setser Brad Setser on x

  Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/ [image]

• @jessefelder Jesse Felder on bluesky

  ‘A Chinese blockade of Taiwan could choke the supply of computer chips made on the island and bring the U.S. tech industry to its knees.  Two presidents have tried persuading the industry to change.  But warnings, gifts and threats have made little difference.’ www.nytimes.com/20…