Taiwan’s “silicon shield” may depend on destroying its own semiconductor industry if China invades
For decades, Taiwan’s semiconductor industry has been treated as a form of strategic insurance policy. The logic was straightforward because the island’s dominance in advanced chip manufacturing made war too dangerous for China, too costly for the global economy, and too important for the United States to ignore. The arrangement became known informally as the “silicon shield,” a belief that Taiwan’s central role in the technological supply chain created a stabilizing deterrent against invasion. That assumption increasingly depends on political credibility that may no longer exist. As tensions rise across the Taiwan Strait, a more destabilizing possibility has begun...
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