Taiwan Strait: Semiconductor & Tech Market Risk Analysis

Taiwan produces over 60% of the world's semiconductors and more than 90% of the most advanced chips, primarily through TSMC. A cross-strait military conflict or naval blockade would trigger an immediate global chip shortage, affecting everything from consumer electronics to automotive and defense industries. NVIDIA, Apple, AMD, and Qualcomm all depend on TSMC foundry capacity. Markets price in escalation risk via volatility in semiconductor ETFs (SOXX) and USD/TWD.