Cherney: US chip designers have no real contingency plan for Taiwan invasion
Max Cherney · Can NVIDIA Keep Its Lead? — With Anissa Gardizy, Max Cherney, and Lauren Goode · Jul 10, 2026 · at 11:48
Reuters semiconductor reporter Max Cherney discusses the vulnerability of the global semiconductor supply chain and TSMC's geographic concentration in Taiwan.
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“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
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