CIA Warns Apple Executives Of Taiwan Risk

The New York Times reports that CIA Director William Burns and DNI Avril Haines briefed top Silicon Valley executives, including Apple CEO Tim Cook, in a classified 2023 session warning that China could attack Taiwan by 2027. Presenters and a Semiconductor Industry Association analysis warned losing access to Taiwan fabs—where Apple sources 100% of its custom processors—could cut U.S. GDP by about 11% and leave U.S. fabs replacing only a low single-digit share.