The CIA warned tech giants in 2023 about a possible Chinese invasion of Taiwan
Back in 2023, the US Central Intelligence Agency unofficially warned companies Apple, Nvidia and AMD about the risk of a possible Chinese invasion of Taiwan by 2027. This is reported by the The New York Times.
Details of the case
According to the publication, the intelligence signals were passed on to the management of key US technology companies in the format of closed briefings. It was not a confirmed scenario, but a risk assessment to help businesses prepare in advance for possible geopolitical shocks.
The article notes that these warnings are part of a broader US government policy to reduce strategic dependence on microchip manufacturing in Taiwan.
White House strategy
According to the NYT, this policy has been consistently pursued by the last two White House administrations. Its key goal is to persuade US technology manufacturers to gradually diversify their supply chains and move some of their production outside Taiwan.
Particular attention is paid to the semiconductor industry, which is critically dependent on Taiwanese factories, primarily TSMC's facilities.
Context.
Taiwan plays a central role in the global production of advanced microchips used in smartphones, data centres, artificial intelligence and military systems. Any destabilisation around the island could cause serious disruptions to global technology chains.
Against this backdrop, the US is actively promoting reshoring and friend-shoring policies, stimulating the construction of new chip plants in the US and allied countries.
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