📊Executive Summary

The article discusses the potential risks associated with a possible invasion of Taiwan by China, emphasizing the need for businesses to prepare contingency plans. It highlights that while an invasion is not imminent, the geopolitical landscape is evolving, and risks are expected to increase from 2027 onwards. The article outlines specific actions businesses should consider, such as diversifying suppliers outside of Asia and evaluating war risk insurance. The potential impact on the semiconductor industry and global supply chains is significant, with disruptions to shipping lanes and critical infrastructure likely. Companies should actively monitor the situation and prepare for possible economic disruptions....