China's Threat to Taiwan Has Implications for Mobile Carriers: Strand

With 90% of the world’s semiconductor manufacturing capacity in Taiwan, mobile carriers need a plan of action if China invades the island nation, Strand Consult said in a Tuesday report. “China is not the same country it was 10 years ago, and Taiwan … has geopolitical significance,” Strand said: “Just as Russia exploits Europe’s dependence on gas, China will exploit the world’s dependence on its information technology industry. Just as Russia threatens to turn off the gas, China can also turn the screws with its IT products and services.”