In recent days, Nancy Pelosi, who is the speaker of the US House of Representatives, has visited Taiwan. This visit has a significant impact on China's relations with Taiwan, which will also have an impact on the world of technology.
The main supplier of components for the production of iPhones, TSMC comes from Taiwan. Moreover, during Pelosi's visit, the company's top managers were spotted with her, which could have a direct impact on the future business of TSMC. Apple is already aware that the situation in Taiwan may delay the launch of the upcoming iPhone 14 series of phones. For this reason, Apple has started talks with its partners in Taiwan. Apple reminded its component suppliers that when individual units are delivered, their production sites must be labeled "Taiwan, China" or "Chinese Taipei." In this way, companies are to meet China's demands regarding the marking of individual parts of supplies and the current regulations. In addition, Apple wants to protect itself against a possible delay in the launch of its smartphones by diversifying production. Some iPhone 14 series phones are planned to be manufactured in India.