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■ TOP STORY
Anthropic's IPO filing reveals heavy dependence on TSMC semiconductors made in Taiwan and flags geopolitical disruption risks from China tensions. The disclosure underscores AI companies' vulnerability to supply chain fractures in a critical manufacturing region.
► WHY IT MATTERS: This is the first major AI company to publicly quantify Taiwan dependency in regulatory filings, signaling how geopolitical risk now directly impacts investor valuations and capital markets.
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