If China invades Taiwan, what will happen to the semiconductor industry?
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🇹🇼 If China invades Taiwan, what will happen to the semiconductor industry?
John Ferguson, chief executive officer of TBM Consulting Group, spoke with Supply Chain Brain about the hot topic. While the long-term impact of a Chinese invasion on the small island country is harder to quantify, the semiconductor supply chain would likely face a massive disruption in the short term. Taiwan is home to two manufacturers of semiconductors with both companies making up about 65% of the world’s supply and approximately 90% of the advanced versions of those chips. If China were to assert its control over Taiwan and those semiconductor companies, there is a possibility that those countries.
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