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Cook, Huang, Su Got Secret CIA Briefing on China-Taiwan Threat

A July 2023 CIA briefing warned top tech CEOs that China could attempt to seize Taiwan by 2027, threatening global chip supply and economic stability, with TSMC producing 90% of advanced chips.

  • In July 2023, CIA Director William J. Burns and Avril Haines briefed Tim Cook, Jensen Huang, and Lisa Su in Silicon Valley at the request of Gina Raimondo, warning China’s military buildup could target Taiwan by 2027.
  • U.S. intelligence agencies have warned for years that China may plan to invade or blockade Taiwan, and analysts said Russia's invasion of Ukraine amplified fears of regional aggression.
  • The Semiconductor Industry Association report warned losing Taiwan’s chips could trigger the worst crisis since the Great Depression, with U.S. GDP falling 11 percent, while Bloomberg Economics estimated a conflict would cost over $10 trillion globally.
  • After the briefing, Cook told officials he slept `with one eye open` as Apple has started engineering talks with Intel and planned contingency measures.
  • The U.S. plans to spend about $200 billion on chip plants through 2030, with Howard Lutnick aiming to move 40% of Taiwan’s manufacturing to the U.S., according to SEMI.
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In July 2023, the CIA secretly alerted Apple, Nvidia and AMD's bosses of a possible Chinese invasion of Taiwan before 2027, revealing a major flaw in the global supply chain.

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agenzianova.com broke the news in on Tuesday, January 20, 2026.
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