– Taiwan’s position in global electronics supply chains is our main focus this week. Taiwan faces sustained risks from military action by mainland China according to new S&P Global Market Intelligence scenario analysis. Taiwan is central to the AI economy and a leader in electronics more broadly, accounting for 38.4% of processor exports globally. Future investment in semiconductor machinery by TSMC is becoming more expensive. In the defense sphere, drone exports to the EU from the Taiwan are also surging.
– The downstream supply chain impact of the Middle East ...