Supply Chain Interdependence and Geopolitical Vulnerability: The Case of Taiwan and High-End Semiconductors

The authors conducted a tabletop exercise to assess the geopolitical implications of Taiwan's semiconductor dominance and the vulnerabilities of the semiconductor supply chain. The exercise revealed that there are generally no good short-term options for responding if China attempts to unify with Taiwan and that a concerted effort should be made to reduce the concentration of semiconductor production in Taiwan.