Taiwan (geopolitical concentration risk)
Home of TSMC; single-island concentration of leading-edge fab capacity
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
Starting the view
Follows the graph · 1 entity
Full file coming soon. Taiwan (geopolitical concentration risk)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L6 Power · Government / policy · Taiwan · chokepoint
Taiwan (geopolitical concentration risk)
Home of TSMC; single-island concentration of leading-edge fab capacity
- Links
- 5
- Deals from filings
- 0
- Exposed if it fails
- 4
- 41 within 2 steps
- It depends on
- 0
- 0 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
Taiwan produces the overwhelming majority of the world's leading-edge (<=5nm/3nm/2nm) logic via TSMC, making the island the ultimate physical chokepoint of the AI supply chain — a 'Silicon Shield' that is also a systemic risk given cross-strait tensions. Despite TSMC's Arizona, Japan, and Germany fabs, the most advanced nodes and CoWoS packaging remain concentrated on the island through 2026. Any disruption (blockade, conflict, earthquake) would cascade across every downstream node in this graph.
Key facts
from its map entry- Leading-edge share
- ~90%+ of <5nm
- Key firm
- TSMC
- Risk
- cross-strait tension
Pick a link to move the graph there: · · ·
Connections5 links
Pulled 28 Oct 2026 · AI Systems Map links
Who depends on it
4Compare two: what Taiwan (geopolitical concentration risk) shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links5 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.