Evaluators and safety organisations · Article · Epoch AI

Who is most exposed to a chip supply shock?

6 Oct 2026

Outline · 38 paragraphs

Overview¶1
Introduction¶6
Data¶13
Analysis¶23
Simulating a Taiwan shock and decoupling¶26
Limitations¶31
Conclusion¶37

How to cite

A citation names the document, the version and the place.

epoch:china-us-semiconductor-supply-chain-exposure/r1/b1

https://safetypage.noahairmet.com/d/epoch/china-us-semiconductor-supply-chain-exposure/r1/b1

BibTeX

@misc{epochai2026,
  title = {Who is most exposed to a chip supply shock?},
  author = {{Epoch AI}},
  year = {2026},
  url = {https://epoch.ai/publications/china-us-semiconductor-supply-chain-exposure}
}

Versions

Version	Published	Read
r1 latest	6 Oct 2026	At source

Licence

So you: Search it, cite it and check quotes here; read it at its source
Read at: epoch.ai/publications/china-us-semiconductor-supply-chain-exposure, 10 Nov 2026