台湾
Taiwan (TW)CRITICALEast Asia · 人口 23,570,000 · GDP 790,728 百万USD
このスコアの根拠 · 30日間のリスクを動かしたイベント20件のうちTop 3
主要産業
主要輸出品
30日事象
AIブリーフ
現況
台湾は過去30日間で15件のエスカレーション事象が記録され、そのうち3件が重大、6件が高重要度インシデントを含む、前例のないサプライチェーン危機に直面している。軍事的緊張は急激に激化しており、核警戒、花蓮県での経済封鎖、通常軍事力の展開が特徴となっている。台北での政治デモと高まる国際的要求は、グローバル半導体サプライチェーンを直接脅かす急速に悪化する安全保障環境を示している。
サプライチェーンへの影響
- 台湾がTSMCやその他のファウンドリを通じて先進チップ製造の90%以上を制御し、世界中のApple、NVIDIA、AMD、自動車セクターにサービスを提供しているため、グローバル半導体生産は深刻な混乱リスクに直面している。
- アジア太平洋地域の電子機器組立および部品サプライチェーンは即座に脆弱性を抱えており、中国、日本、韓国、東南アジアの民生用電子機器、自動車、産業機器製造にカスケード効果をもたらす可能性がある。
- 花蓮県の経済封鎖は特に台湾東部の港湾と輸送インフラを脅かし、太平洋航路を通じた半導体原材料の輸入と完成品輸出の混乱を引き起こす可能性がある。
- データセンター、通信機器、防衛システム向けのテクノロジーハードウェア調達は、台湾の生産能力にアクセスできなくなった場合、グローバルに深刻な不足リスクに直面する。
- 韓国、日本、新興中国の生産能力からの代替半導体調達では、近い将来において台湾の先進ノード生産（5nm、3nm）を代替することはできない。
注視ポイント
- 台湾海峡の軍事活動と、新竹・台中の主要半導体製造拠点への経済封鎖の拡大を監視する。これは完全なサプライチェーン切断を示すシグナルとなる。
- TSMC及び主要ファウンドリの生産状況更新、輸出許可制限、国際施設への生産移転発表を追跡する。
- 主要テクノロジー企業による半導体在庫積み上げと、より広範な電子機器セクターの混乱を引き起こす可能性のある配分・割当発表を注視する。
レイヤー別リスク
90日間リスク推移
構造的リスクプロファイル
強制・児童労働による生産品（米国労働省2024）
生産商品
依存チョークポイント
最近の事象（20）
- CRITICAL台湾・台北の経済封鎖2026-06-01
- CRITICAL台湾で通常の軍事力を使用する2026-05-31
- CRITICAL台湾で通常の軍事力を使用する2026-05-30
- CRITICAL台湾で通常の軍事力を使用する2026-05-30
- CRITICAL台湾（一般）での通常の軍事力の使用、台湾2026-05-27
- HIGH台湾でのデモ/集会2026-05-27
- CRITICAL台北、台湾で通常の軍事力を使用する2026-05-26
- CRITICAL台湾における示威行為2026-05-24
- HIGH台湾桃園県で逮捕・拘留2026-05-23
- CRITICALTank/artillery attack in Taoyuan Xian, Taiwan2026-05-22
- HIGH台湾台北の軍事力（強制）2026-05-22
- CRITICAL台湾（一般）での通常の軍事力の使用、台湾2026-05-21
- CRITICALUse conventional military force in T'ai-pei, Taiwan2026-05-21
- HIGH台北での援助を断つ2026-05-21
- CRITICALUse conventional military force in T'ai-pei, Taiwan2026-05-21
- CRITICAL台北の武力示威2026-05-20
- HIGH台湾における軍事力（強制力）2026-05-20
- CRITICAL台北、台湾で制裁を課す2026-05-20
- HIGHArrest/detain in T'ai-pei, Taiwan2026-05-20
- HIGH台北における逮捕・拘留2026-05-19
関連ニュース (30)
- Nvidia Unveils ai pc Chip For Laptops And Desktopspakistantoday.com.pk·2026-06-01
Economic blockade reported in Taipei, T'ai-pei, Taiwan. Actors: TAIPEI, COMPANY. Tension (Goldstein): -9.5 · 10 sources.
- Use conventional military force in Taiwantaipeitimes.com·2026-05-31
Use conventional military force reported in Taiwan. Actors: TAIWANESE, BRITAIN. Tension (Goldstein): -10 · 8 sources.
- Mandaue City Reports 12 Drop in Firessunstar.com.ph·2026-05-30
Use conventional military force reported in Taiwan. Actors: PHILIPPINE, TAIWAN. Tension (Goldstein): -10 · 8 sources.
- Wevr The Blu Expedition Taiwanblooloop.com·2026-05-27
Demonstration/rally reported in Taiwan. Actors: TAIWAN. Tension (Goldstein): -6.5 · 10 sources.
- Nvidias Taiwan Problem The ai Boom is Now Dependent on One Islandsify.com·2026-05-27
Use conventional military force reported in Taiwan Strait, Taiwan (general), Taiwan. Tension (Goldstein): -10 · 5 sources.
- Taiwan Tracks Second Chinese Combat Patrol in a Week Sends Ships And Jets to Monitorinternazionale.it·2026-05-26
Use conventional military force reported in Taipei, T'ai-pei, Taiwan. Actors: TAIWAN, CHINESE. Tension (Goldstein): -10 · 3 sources.
- Trump Taiwan China Ukraine Arms Sales bindependent.co.uk·2026-05-24
Show of force reported in Taiwan. Actors: MILITARY, TAICHUNG. Tension (Goldstein): -7.2 · 10 sources.
- Arrest/detain in Taoyuan Xian, Taiwantaipeitimes.com·2026-05-23
Arrest/detain reported in Fujian, Taoyuan Xian, Taiwan. Actors: FUJIAN, TAIWAN. Tension (Goldstein): -5 · 4 sources.
- Taiwan Woman Decapitated Illegal Freight Elevator Liftasiaone.com·2026-05-22
Military force (coercive) reported in Taipei, T'ai-pei, Taiwan. Actors: TAINAN. Tension (Goldstein): -5 · 10 sources.
- China Taiwan Update May 22aei.org·2026-05-22
Tank/artillery attack reported in Fujian, Taoyuan Xian, Taiwan. Tension (Goldstein): -10 · 10 sources.
- Use conventional military force in T'ai-pei, Taiwantaipeitimes.com·2026-05-21
Use conventional military force reported in Taipei, T'ai-pei, Taiwan. Tension (Goldstein): -10 · 4 sources.
- India Sees Relations With China in a Bilateral Context Beijing Has Never Seen it That Waythehindu.com·2026-05-21
Use conventional military force reported in Republic Of China, Taiwan (general), Taiwan. Actors: TAIWAN, CHINA. Tension (Goldstein): -10 · 5 sources.
- Taiwanese Leader Lai Ill be Happy to Talk to Trumpmanilatimes.net·2026-05-21
Cut aid reported in Taipei, T'ai-pei, Taiwan. Actors: WASHINGTON, TAIWAN. Tension (Goldstein): -5.6 · 3 sources.
- Arrest/detain in T'ai-pei, Taiwantaipeitimes.com·2026-05-20
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Actors: TAICHUNG, PRISON. Tension (Goldstein): -5 · 10 sources.
- Taiwans President Says Future Will Not be Decided by External Forcesgrenadachronicle.com·2026-05-20
Show of force reported in Taipei, T'ai-pei, Taiwan. Actors: PRESIDENT, TAIWAN. Tension (Goldstein): -7.2 · 5 sources.
- Military force (coercive) in Taiwantaipeitimes.com·2026-05-20
Military force (coercive) reported in Taiwan. Actors: TAIWAN. Tension (Goldstein): -5 · 10 sources.
- Conservative mp Michael Chong Meets With Taiwan President as China Dials up Pressurensnews.com·2026-05-20
Impose sanctions reported in Taipei, T'ai-pei, Taiwan. Actors: FRANCE, TAIWAN. Tension (Goldstein): -7 · 20 sources.
- Cut aid in Taiwan (general), Taiwantaipeitimes.com·2026-05-19
Cut aid reported in Republic Of China, Taiwan (general), Taiwan. Actors: CHINA, TAIWAN. Tension (Goldstein): -5.6 · 4 sources.
- Taiwan And uk Strengthen ai And Innovation Ties at Etcc 32nd Annual Conferencemanilatimes.net·2026-05-19
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Tension (Goldstein): -5 · 5 sources.
- Taiwan Defies Trump Reasserts Sovereigntydailyexpress.com.my·2026-05-17
Demonstration/rally reported in Chiang Kai-Shek Memorial Hall, T'ai-pei, Taiwan. Actors: TAIWAN. Tension (Goldstein): -6.5 · 10 sources.
- Trump Says us Wont Travel Miles to Fight Taiwans War For Independenceaninews.in·2026-05-16
Use conventional military force reported in Republic Of China, Taiwan (general), Taiwan. Actors: CHINA, TAIWAN. Tension (Goldstein): -10 · 4 sources.
- Bipartisan Senate Group Asks President Trump Administration State Secretary Rubio to Reaffirm Support For Taiwan Taipei China Beijing xi Jinpingklewtv.com·2026-05-15
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Actors: SENATOR, TAIWAN. Tension (Goldstein): -5 · 16 sources.
- Trumps Five Tap Secret Code Handshake Bullfrog Smiledailymail.com·2026-05-14
Seize property/assets reported in Taiwan. Actors: TAIWAN. Tension (Goldstein): -9.2 · 3 sources.
- Arrest/detain in T'ai-pei, Taiwannews.ltn.com.tw·2026-05-13
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Actors: TAIPEI, TAICHUNG. Tension (Goldstein): -5 · 7 sources.
- Arrest/detain in T'ai-pei, Taiwantaipeitimes.com·2026-05-13
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Actors: TAICHUNG, PROSECUTOR. Tension (Goldstein): -5 · 10 sources.
- Taiwan Stages Live Fire Drill Mainland Facing Island Trump Heads Beijingscmp.com·2026-05-13
Assault reported in Quemoy, Jinmen Xian, Taiwan. Actors: TAIWAN, LIBERATION ARMY. Tension (Goldstein): -9 · 6 sources.
- Trade Taiwan Iran Cast Shadows Trumps China Summit xi Rcnanbcnews.com·2026-05-13
Show of force reported in Taiwan. Actors: TAIWANESE, TAICHUNG. Tension (Goldstein): -7.2 · 8 sources.
- Taiwan Independence Forces And Japans Right Wing Agenda Threaten Regional Stabilityweeklyblitz.net·2026-05-12
Demonstration/rally reported in Chianan, T'ai-chung, Taiwan. Actors: TAIWAN, JAPANESE. Tension (Goldstein): -6.5 · 8 sources.
- Trump to Discuss Taiwan Arms Sales Jailed hk Tycoon Jimmy Lai With xithestar.com.my·2026-05-12
Arrest/detain reported in Taipei, T'ai-pei, Taiwan. Actors: BEIJING, TAIWAN. Tension (Goldstein): -5 · 6 sources.
- in War With Iran China Sees Familiar Pattern of u s Mistakeslatimes.com·2026-05-12
Use conventional military force reported in Taipei, T'ai-pei, Taiwan. Actors: CHINESE, TAIWAN. Tension (Goldstein): -10 · 6 sources.