[{"data":1,"prerenderedAt":377},["ShallowReactive",2],{"articles-the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk-[object Object]-published":3},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":363,"full_slug":364,"sort_by_date":365,"position":366,"tag_list":367,"is_startpage":11,"parent_id":368,"meta_data":27,"group_id":369,"first_published_at":370,"release_id":27,"lang":33,"path":27,"alternates":371,"default_full_slug":372,"translated_slugs":373},"The Taiwan Complex: The problem with how we think about semiconductor risk","2026-01-29T14:43:00.523Z","2026-03-03T10:23:41.175Z","2026-03-03T10:23:41.196Z",139297507455577,"234c9acd-a8f9-470a-b07d-36e42b65025a",{"big":11,"_uid":12,"type":13,"pinned":11,"section":42,"tagline":342,"metatags":343,"overline":348,"component":349,"thumbnail":350,"additional_seo":355,"related_articles":356,"footer_cta_text_alt":360},false,"43d1daf6-9e44-4ad4-a10c-e756b640a4e2",[14],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":21,"slug":25,"full_slug":26,"sort_by_date":27,"position":28,"tag_list":29,"is_startpage":11,"parent_id":30,"meta_data":27,"group_id":31,"first_published_at":32,"release_id":27,"lang":33,"path":27,"alternates":34,"default_full_slug":35,"translated_slugs":36,"_stopResolving":41},"News","2024-10-07T14:18:24.665Z","2025-08-25T10:44:51.018Z","2026-03-17T07:56:45.743Z",559406767,"caaa14d6-ad7d-4571-8cac-c12f74cbf6f8",{"_uid":22,"component":23,"articles_page_title":24},"0af0729a-ece1-44cd-9218-caaebf8be2cc","article_type","News & Press","news","de/artikel/typ/news",null,0,[],559406674,"00eeefe4-0edc-4aa3-ac0e-df55ccef1fa1","2025-02-24T11:49:55.897Z","de",[],"articles/type/news",[37,39],{"path":35,"name":27,"lang":38,"published":27},"fr",{"path":40,"name":27,"lang":33,"published":27},"artikel/typ/news",true,[43],{"_uid":44,"title":4,"content":45,"subtitle":340,"component":341},"98eb847b-2e19-47ed-9eff-03c0bd068454",[46],{"_uid":47,"is_big":11,"content":48,"component":339},"8c77d545-5076-4cf8-a710-fa5e9c132d99",{"type":49,"content":50},"doc",[51,61,86,91,96,101,106,108,115,123,128,130,135,140,145,170,175,180,182,188,195,200,205,210,217,222,229,234,241,246,248,253,318,319,324,329],{"type":52,"attrs":53,"content":54},"paragraph",{"textAlign":27},[55],{"text":56,"type":57,"marks":58},"Prewave’s latest report challenges common assumptions about exposure, resilience, and disruption in global semiconductor production.","text",[59],{"type":60},"bold",{"type":52,"attrs":62,"content":63},{"textAlign":27},[64,68,83,85],{"text":65,"type":57,"marks":66},"Get full access to the report: ",[67],{"type":60},{"text":69,"type":57,"marks":70},"Download the Taiwan Complex",[71],{"type":72,"attrs":73},"link",{"href":74,"uuid":75,"anchor":27,"target":76,"linktype":77,"story":78},"/the-taiwan-complex","868aa080-2cee-4452-8b3f-3cdffee5a6ca","_self","story",{"name":79,"id":80,"uuid":75,"slug":81,"url":81,"full_slug":82,"_stopResolving":41},"The Taiwan Complex",138905130556672,"the-taiwan-complex","de/the-taiwan-complex",{"type":84},"hard_break",{"type":84},{"type":52,"attrs":87,"content":88},{"textAlign":27},[89],{"text":90,"type":57},"Semiconductor supply chains have become synonymous with concentrated risk. ",{"type":52,"attrs":92,"content":93},{"textAlign":27},[94],{"text":95,"type":57},"But in many organisations, semiconductor exposure is reduced to a single narrative, focusing on one geography or one imagined disruption scenario. This framing oversimplifies how semiconductor supply chains actually function. What appears to be a single point of failure is, in reality, a dense network of interdependent materials, equipment, processes, and upstream suppliers.",{"type":52,"attrs":97,"content":98},{"textAlign":27},[99],{"text":100,"type":57},"We refer to this tendency as The Taiwan Complex, or the instinct to compress systemic risk into one expected crisis. Our latest report provides a more nuanced context to help supply chain leaders understand their true risk exposure and build greater operational resilience. ",{"type":52,"attrs":102,"content":103},{"textAlign":27},[104],{"text":105,"type":57},"As Senior Advisor and report co-author Marco Felsberger explains, “Resilience today is less about predicting the next crisis and more about understanding where disruption would hurt most, and how fast you can respond.”",{"type":107},"horizontal_rule",{"type":109,"attrs":110,"content":112},"heading",{"level":111,"textAlign":27},2,[113],{"text":114,"type":57},"Focusing on semiconductor chokepoints",{"type":52,"attrs":116,"content":117},{"textAlign":27},[118],{"text":119,"type":57,"marks":120},"“We ask a simple question with far-reaching consequences: if one point fails, how far and how fast will that shock travel through the network?”",[121],{"type":122},"italic",{"type":52,"attrs":124,"content":125},{"textAlign":27},[126],{"text":127,"type":57},"Semiconductors are among the most valuable commodities in global supply chains today. The Taiwan Complex report is written for supply chain leaders responsible for operational continuity and risk management. Rather than focusing on one geography or one disruption scenario, it examines where risk concentrates across the semiconductor ecosystem, including upstream chokepoints that rarely appear in Tier-1 assessments.",{"type":52,"attrs":129},{"textAlign":27},{"type":109,"attrs":131,"content":132},{"level":111,"textAlign":27},[133],{"text":134,"type":57},"Using Prewave data for clarity and insight",{"type":52,"attrs":136,"content":137},{"textAlign":27},[138],{"text":139,"type":57},"Using Prewave’s supply chain intelligence and Tier-N analysis, the report shows how disruption propagates through multi-tier networks and where it is most likely to translate into operational and revenue impact. This provides a more practical foundation for prioritisation and long-term resilience planning.",{"type":52,"attrs":141,"content":142},{"textAlign":27},[143],{"text":144,"type":57},"This report is built on Prewave’s live global supply chain graph, pulling from:",{"type":146,"content":147},"bullet_list",[148,156,163],{"type":149,"content":150},"list_item",[151],{"type":52,"attrs":152,"content":153},{"textAlign":27},[154],{"text":155,"type":57},"2.6 million sites and 16 million supplier relationships",{"type":149,"content":157},[158],{"type":52,"attrs":159,"content":160},{"textAlign":27},[161],{"text":162,"type":57},"2+ million suppliers with continuously updated risk scores",{"type":149,"content":164},[165],{"type":52,"attrs":166,"content":167},{"textAlign":27},[168],{"text":169,"type":57},"4.5 million daily data points across 400+ languages",{"type":52,"attrs":171,"content":172},{"textAlign":27},[173],{"text":174,"type":57},"Risk signals are combined with supplier network position and external data sources to generate dynamic risk scores. The dataset blends global customs flows from ~30 reporting countries with AI-derived links from public filings, media, and open sources. ",{"type":52,"attrs":176,"content":177},{"textAlign":27},[178],{"text":179,"type":57},"Within this system, we isolate the semiconductor network by analysing 21 critical chokepoint companies across materials, equipment, wafer fabrication, and ATP/OSAT, along with the ~6,000 suppliers connected to them.",{"type":52,"attrs":181},{"textAlign":27},{"type":109,"attrs":183,"content":185},{"level":184,"textAlign":27},3,[186],{"text":187,"type":57},"Revealing upstream exposure to avoid downstream impact",{"type":52,"attrs":189,"content":190},{"textAlign":27},[191],{"text":192,"type":57,"marks":193},"“Scenario planning only tells us how one shock might unfold. It does not tell us why the system is vulnerable in the first place, or how a disruption will cascade across tiers.”",[194],{"type":122},{"type":52,"attrs":196,"content":197},{"textAlign":27},[198],{"text":199,"type":57},"A central finding of the report is that semiconductor risk is rarely driven by a single event. It emerges from how exposure concentrates across the value chain over time, and different types of stress can trigger different reactions. ",{"type":52,"attrs":201,"content":202},{"textAlign":27},[203],{"text":204,"type":57},"Predictable pressures, such as seasonal weather or recurring regional disruptions, tend to follow familiar patterns and can often be preempted with good planning. Structural shocks, such as export controls and geopolitical tension, sit in a different category. ",{"type":52,"attrs":206,"content":207},{"textAlign":27},[208],{"text":209,"type":57},"Rather than treating semiconductors as a single system, the report examines where fragility accumulates across critical production stages. In some cases, exposure stems from extreme concentration in specialised equipment:",{"type":52,"attrs":211,"content":212},{"textAlign":27},[213],{"text":214,"type":57,"marks":215},"“The high concentration of critical subsystems within a small group of globally dispersed suppliers makes the lithography ecosystem highly sensitive to geopolitical and trade-related shocks.”",[216],{"type":122},{"type":52,"attrs":218,"content":219},{"textAlign":27},[220],{"text":221,"type":57},"In others, it reflects how tightly production capacity is tied to specific technology nodes and regional ecosystems:",{"type":52,"attrs":223,"content":224},{"textAlign":27},[225],{"text":226,"type":57,"marks":227},"“Wafer fabrication is by far the most concentrated production stage: only a few companies worldwide can manufacture chips at scale, and each technology node is tied to specific geographies and their concentrated ecosystems.”",[228],{"type":122},{"type":52,"attrs":230,"content":231},{"textAlign":27},[232],{"text":233,"type":57},"The report also highlights how downstream stages can quietly become binding constraints:",{"type":52,"attrs":235,"content":236},{"textAlign":27},[237],{"text":238,"type":57,"marks":239},"“Even if foundry capacity is available, chips do not ship if packaging and test hubs are full, disrupted, or inaccessible.”",[240],{"type":122},{"type":52,"attrs":242,"content":243},{"textAlign":27},[244],{"text":245,"type":57},"Taken together, these insights show why focusing on a single geography or scenario misses the broader picture. Semiconductor resilience depends on understanding how risk concentrates across materials, equipment, manufacturing, and downstream processing, and how disruption in any one of these areas can cascade rapidly across the system.",{"type":52,"attrs":247},{"textAlign":27},{"type":109,"attrs":249,"content":250},{"level":111,"textAlign":27},[251],{"text":252,"type":57},"Five key takeaways for supply chain leaders from the report",{"type":254,"attrs":255,"content":257},"ordered_list",{"order":256},1,[258,270,282,294,306],{"type":149,"content":259},[260],{"type":52,"attrs":261,"content":262},{"textAlign":27},[263,267,268],{"text":264,"type":57,"marks":265},"Stop anchoring on a single risk narrative",[266],{"type":60},{"type":84},{"text":269,"type":57},"The Taiwan Complex shows how easily systemic exposure is misread when attention fixates on a single scenario.",{"type":149,"content":271},[272],{"type":52,"attrs":273,"content":274},{"textAlign":27},[275,279,280],{"text":276,"type":57,"marks":277},"Measure exposure, not assumed likelihood",[278],{"type":60},{"type":84},{"text":281,"type":57},"Resilience planning often prioritises what is most likely to go wrong, but true vulnerability forms where dependencies concentrate several tiers upstream, regardless of probability.",{"type":149,"content":283},[284],{"type":52,"attrs":285,"content":286},{"textAlign":27},[287,291,292],{"text":288,"type":57,"marks":289},"Extend visibility beyond Tier 1",[290],{"type":60},{"type":84},{"text":293,"type":57},"Critical constraints often exist at the material, equipment, and process level. Without upstream visibility, organisations cannot see where disruption will propagate or how fast.",{"type":149,"content":295},[296],{"type":52,"attrs":297,"content":298},{"textAlign":27},[299,303,304],{"text":300,"type":57,"marks":301},"Prioritise impact over event detection",[302],{"type":60},{"type":84},{"text":305,"type":57},"Not all disruptions are equally disruptive. Understanding business impact is essential for prioritisation.",{"type":149,"content":307},[308],{"type":52,"attrs":309,"content":310},{"textAlign":27},[311,315,316],{"text":312,"type":57,"marks":313},"Build resilience as a system, not a response",[314],{"type":60},{"type":84},{"text":317,"type":57},"Effective resilience links visibility, impact assessment, and targeted mitigation into a long-term strategy, rather than relying on reactive, event-by-event responses.",{"type":107},{"type":109,"attrs":320,"content":321},{"level":111,"textAlign":27},[322],{"text":323,"type":57},"Get your copy of The Taiwan Complex",{"type":52,"attrs":325,"content":326},{"textAlign":27},[327],{"text":328,"type":57},"The full report is available to download now. Gain a deeper understanding of interdependencies in the global semiconductor supply chain as well as your total risk exposure.",{"type":52,"attrs":330,"content":331},{"textAlign":27},[332],{"text":333,"type":57,"marks":334},"Download the report here",[335,338],{"type":72,"attrs":336},{"href":74,"uuid":75,"anchor":27,"target":76,"linktype":77,"story":337},{"name":79,"id":80,"uuid":75,"slug":81,"url":81,"full_slug":82,"_stopResolving":41},{"type":60},"c-text","","m-section","Posted February 10, 2026 • 7 min read",{"_uid":344,"title":345,"plugin":346,"og_image":340,"og_title":345,"description":347,"twitter_image":340,"twitter_title":345,"og_description":347,"twitter_description":347},"f1fbc0ea-bbcb-495f-9ae2-ed2f1e3b0864","The Taiwan Complex: Rethinking risk in semiconductor supply chains | Download now ","seo_metatags","Download the Taiwan Complex report to understand risk concentration in semiconductor supply chains and improve your resilience planning.","7 min read","article",{"id":351,"alt":340,"name":340,"focus":340,"title":340,"source":340,"filename":352,"copyright":340,"fieldtype":353,"meta_data":354,"is_external_url":11},139587334324875,"https://a.storyblok.com/f/297658/2750x2200/2f37edd708/taiwan-news-banner.jpg","asset",{},[],[357,358,359],"521c561e-f8e2-4e66-b61f-397276889fab","857ef03f-2ff7-4834-86d8-6e9eafd15130","6cf0b06e-7d28-4419-99d4-d46cdb5aaea6",{"type":49,"content":361},[362],{"type":52},"the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","de/artikel/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","2026-02-16",-550,[],545980964,"281f9672-3c5c-483d-afc7-8871cfa8a06d","2026-02-16T00:00:00.000Z",[],"articles/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",[374,375],{"path":372,"name":27,"lang":38,"published":27},{"path":376,"name":27,"lang":33,"published":27},"artikel/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",1775205596461]