📊Executive Summary

Taiwan's semiconductor industry, which produces over 60% of the world's chips, faces significant risks due to its heavy reliance on China for exports and the United States for manufacturing equipment. This dependency positions Taiwan at the center of geopolitical tensions between these two powers, particularly as they compete in the AI sector. The article highlights the strategic importance of Taiwan's semiconductor sector and its potential vulnerability, which could impact long-term growth and stability in the global electronics supply chain....