Taiwan's chips are a global security issue

Sep 28, 2026

Taiwan's dominance in advanced chipmaking is why the West treats a Chinese takeover as a red line — good for Taiwan's security guarantees, bad for anyone hoping tensions ease.

  • Taiwan makes most of the world's advanced chips, which gives it outsized strategic weight.
  • If China controlled that supply, it could plant spyware or backdoors in chips used everywhere.
  • Europe quietly wants Taiwan to stay independent but does not want to be the one saying it out loud.
  • Trump appears content to let the lines harden rather than force the issue.

Outlook: The red line around Taiwan holds until chipmaking can be spread to other countries, which is still years away.

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