
The big risk to the global economy hidden in the supply chain of semiconductors
Much of your technology - your phone, your kid’s ipad, your electric car… wouldn’t function without computer chips.
They’re basically tiny pieces of silicon semiconductor wafers that drive our tech-focused economy.
And their supply chain is highly centralized. Most chips come from just one country, Taiwan. And Taiwan is in a very delicate geopolitical position.
China has claimed sovereignty over the island democracy since the founding of the PRC, in 1949.
If China ever decided to exert its claims using military force – that could put chip production in danger…
The skinny
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