"The entire AI supply chain runs through Taiwan and is supported by an ecosystem of hundreds of Taiwanese companies." [hundreds of Taiwanese companies]
The claim that the entire AI supply chain runs through Taiwan, backed by an ecosystem of hundreds of firms, directly supports the signal that Taiwan's economic centrality converts its contested status into global systemic risk.
Reasoning from this article
The article notes Taiwan is the U.S.'s fourth-largest trading partner and that even successfully reshored U.S. chips still require post-processing in Taiwan. This concentration of irreplaceable productive capacity in a geopolitically contested location is a structural vulnerability that persists regardless of which actors are involved. The same dynamic—economic interdependence creating leverage asymmetries in territorial disputes—is visible in rare earth concentration in China and energy infrastructure in conflict zones.