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Morning Brew Daily

Fragility of Global Supply Chain and Taiwan's Semiconductor Industry

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The global supply chain is fragile due to choke points and points of concentration like Taiwan's semiconductor industry, which dominates the production of high-end chips. Taiwan Semiconductor Manufacturing Company (TSMC) is the largest company and heavily earthquake-proof its operations due to their location on fault lines. Taipei 101, the tallest building, showcases innovative dampening technology with a massive steel ball reducing building sway during earthquakes. The potential threat to Taiwan's semiconductor industry is concerning, with estimates indicating a war over Taiwan could cost the global economy $10 trillion.

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