U.S. tech leaders, including Tim Cook, were warned in 2023 of a possible Chinese military move against Taiwan by 2027, threatening global chip supplies and prompting major U.S. investments in alternative manufacturing.

In 2023, Apple CEO Tim Cook and other top tech leaders were briefed by U.S. intelligence officials about a potential Chinese military move on Taiwan by 2027, citing risks to global semiconductor supply chains. Taiwan produces about 90% of the world’s most advanced chips, critical to Apple, Nvidia, and AMD, and a conflict could trigger economic losses exceeding $10 trillion. The warning prompted Apple to accelerate plans to diversify production, including expanding manufacturing in India and Vietnam and committing $100 billion to U.S. chip development. Despite progress, advanced chip production still largely depends on Taiwan, and U.S. facilities remain behind in capability and cost efficiency.