9 to 5 Mac has carried several articles explaining Apple’s vulnerability because of the assembly of Apple products and the creation of chips in Taiwan and China. Lovejoy (9to5) suggests that despite the Taiwan Relations Act which stipulates that the U.S. will come to the aid of Taiwan should China invade, the threat of Russia to use nuclear weapons should the U.S. become involved directly in Ukraine has established that the U.S. will avoid fighting by the side of Taiwan. In addition to the disruption of manufacturing, the U.S. has demonstrated that in retaliation for a country’s aggression, U.S. companies would not be allowed to do business with companies of the enemy. Chips are produced in Taiwan (Taiwan Semiconductor manufacturing) and many Apple products are assembled by Taiwanese Foxconn in China. Foxconn has made the effort to move some manufacturing elsewhere, but any conflict involving Taiwan would have dire consequences for Apple.
Apple vulnerable because of China dependence
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