India, March 19 -- The world is entering an era of supply chain anxiety. Two geopolitical fault lines, both capable of fracturing the global economy, are converging at once. 

Conflict across West Asia is squeezing energy markets and exposing the fragility of concentrated supply routes. And with China signalling intent to take control of Taiwan by the end of 2026, the stakes have risen sharply for something far more foundational: semiconductors.

Taiwan is the single most critical node in the global chip supply chain. TSMC alone produces over 60% of the world's most advanced chips, and any disruption to Taiwan's output could trigger estimated global economic losses of $2.5 Tn annually, per a US government report.

Previously, Covid-1...