Country intelligence

Taiwan

Leading-edge Wafer Fabrication, Advanced Packaging, Substrates

Taiwan is the single most critical node in the global semiconductor supply chain. TSMC alone produces >90% of the world's chips at 5 nm and below, serving Apple, NVIDIA, AMD, and Qualcomm. The Taiwan Strait represents the highest systemic geopolitical risk in technology — a conflict or blockade would immediately disrupt virtually all AI, smartphone, and data center chip supply chains. Taiwan's semiconductor revenue exceeds 15% of GDP. ASE and Amkor's Taiwan operations also dominate advanced packaging. The government supports the industry through TSMC co-investment and strict export control alignment with the US.

Updated through 2025-04-01Policy risk: Moderate

Key companies

tsmc umc ase technology mediatek vanguard international semiconductor psmc globalwafers taiwan power company

Policy programs

National Chips StrategyTSMC co-investment frameworkUS-Taiwan ICTS cooperation

Country analytical depth

157Facilities

18Active companies

5Production stages

6Materials

6Routes

1Chokepoint exposures

1Sources

Export control and sanctions

Policy risk profile

Cross-strait geopolitical exposure is the dominant risk factor. US-aligned technologically. Non-Wassenaar but strong US bilateral coordination.

Overall policy riskModerate (55/100)

Export control exposureModerate

Sanctions riskHigh

CHIPS Act alignment70%

Trade control membership

Regulatory regime

Wassenaar ArrangementNon-member

US EAR jurisdictionNo — not primary EAR jurisdiction

Facility concentration overview

Major companies active in-country

TSMC42 facilities

27% share

ASE Group22 facilities

14% share

JSR Corporation10 facilities

6% share

Powertech Technology9 facilities

6% share

Shin-Etsu Chemical7 facilities

4% share

GlobalWafers6 facilities

4% share

ASML5 facilities

3% share

Powertech5 facilities

3% share

ASE Technology4 facilities

3% share

Amkor4 facilities

3% share

Amkor Technology3 facilities

2% share

JSR2 facilities

1% share

MediaTek2 facilities

1% share

Powerchip Semiconductor Manufacturing Corporation2 facilities

1% share

JCET1 facilities

1% share

Micron Technology1 facilities

1% share

UMC1 facilities

1% share

Vanguard International Semiconductor1 facilities

1% share

Logistics context

Routes and chokepoint exposure

Chokepoint linkage

1 chokepoint exposure records and 6 route records indexed for this country.

Source-backed claims

Taiwan accounts for approximately 65% of global semiconductor wafer fabrication capacity, with TSMC alone representing over 55% of total foundry revenue worldwide.country_exposure | verified

Taiwan Strait carries approximately 50% of global container shipping and nearly all semiconductor output from TSMC, UMC, and ASE. Disruption to the strait would simultaneously affect logistics and production.logistics_risk | extracted

Taiwan has concentrated exposure to fabrication capacity within the semiconductor supply chain.country_exposure | extracted

Taiwan fabrication exposure is diversifying enough to materially reduce near-term concentration risk.country_exposure | compared

Stage concentration

Production-stage distribution

Material concentration

Material relevance

Source-backed summary

Claims and freshness signal

Freshness label: Updated through 2025-04-01

Facility network

Filtered manufacturing footprint

Use the shared stage, material, company, and facility filters to isolate the tracked network inside this country.

104 of 104 facilities

Preparing intelligence surfaces

Taiwan

Country analytical depth

Policy risk profile

Regulatory regime

Major companies active in-country

Routes and chokepoint exposure

Production-stage distribution

Material relevance

Claims and freshness signal

Taiwan — relationship network

Filtered manufacturing footprint