Taiwan invasion risk is a chip supply shock
The guest argued that a potential Chinese invasion of Taiwan is a severe, underappreciated geopolitical risk because it would disrupt the highly concentrated global supply of advanced semiconductors.
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The story so far
CONTESTED · 11 MENTIONS · 10 SHOWS
26 AUG 2025 — 10 AUG 2026 · 1W AGO
1 SUPPORT · 3 CHALLENGE · 2 UPDATE · 2 REPEAT · 3 MENTIONED
- THE LONG VIEW
4 EPISODES BETWEEN · 4 MENTIONS
- THE BUSINESS BREW
- MACROVOICES
- FORWARD GUIDANCE
- THE ACQUIRERS PODCAST
- REAL VISION DAILY BRIEFING
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PLANET MICROCAP PODCAST
- Taiwan invasion risk is a chip supply shock · THIS IDEA
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EMPIRE
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD