2026-02-25
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
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/...
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
2026-02-24
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
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;
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
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/...
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …