Why the US government labelled Anthropic a ‘supply chain risk’: A timeline 07.03.2026

The U.S. government designated artificial intelligence company Anthropic as a "supply chain risk" due to concerns about its reliance on foreign-made semiconductors, particularly those manufactured by TSMC in Taiwan. This classification, which occurred in late 2023, stems from the potential for geopolitical instability in the Indo-Pacific region to disrupt the supply of these critical components. Anthropic, a leading AI developer, utilizes these advanced chips for its large language models, making its operations vulnerable to any disruptions in Taiwan. The U.S. government's move highlights the broader strategic implications of AI development and its dependence on globalized, yet potentially fragile, technological supply chains.

The Economic Times Full Article

















