Elon Musk told Trump he was freaking out over the US's chip vulnerability in Taiwan: new book
THE SO WHAT
Private anxiety about US dependence on Taiwan for chips is now public narrative—supply chain fragility is boardroom-visible, not just a risk memo. If your roadmap assumes unconstrained access to advanced nodes, document that assumption and model at least one scenario where lead times or prices spike for 12–24 months.
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