Taiwan’s “silicon shield” could be weakening

MIT Technology Review - AI
Aug 15, 2025 09:00
Johanna M. Costigan
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Summary

The article discusses concerns that Taiwan’s “silicon shield”—its dominance in advanced semiconductor manufacturing—may be weakening due to rising geopolitical tensions and potential threats to its chip industry. This poses significant risks for the global AI sector, which relies heavily on Taiwan’s chips for powering AI models and infrastructure. A disruption in Taiwan’s semiconductor supply could hinder AI development and deployment worldwide.

One winter afternoon in a conference room in Taipei, a pair of twentysomething women dragged their friend across the floor. Lying on the ground in checkered pants and a brown sweatshirt, she was pretending to be either injured or dead. One friend picked her up by her arms, the other grabbed hold of her legs,…