Dylan PatelFounder and Chief Analyst, SemiAnalysis · The semiconductor-AI stack

The biggest risk to the Magnificent 7 is located in Taiwan🤔🧠

8 Sept 2025 · 0 min

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0:25

Taiwan produces most of the world's advanced chips. If a military conflict or earthquake cut off shipments, the Magnificent 7 tech giants would lose their AI supply chain overnight, crashing the market and forcing a complete tech reset.

Suppose Taiwan is invaded or Taiwan has an earthquake. Nothing is shipped out of Taiwan from now on. What happens next? I think day one, market crashes a lot. 6 biggest companies, Magnificent 7, whatever the heck it's called, are like 60, 75% of the S&P 500 and their entire business relies on chips, right? Google, Microsoft, Apple, Nvidia, Meta, right? They all entirely rely on AI. And you would have a tech reset, like extremely insane tech reset.

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