If China invades Taiwan, it will not be possible to do business with China or Taiwan and every company with substantial exposure to this risk should be preparin

If China invades Taiwan, it will not be possible to do business with China or Taiwan and every company with substantial exposure to this risk should be preparing for the possibility that all resources in China are instantly "lost" or unavailable for many years. Apple's production capacity has taken decades to build and will take years at minimum to restore. Their exposure is so immense that it would make sense for them to spend a percentage of their cash position just on lobbying to try and prevent the outbreak of war. Their risk is obscene. They're poorly positioned because their manufacturing base is undiversified and in the case of "complete shutoff of goods from China" it will be years before they're back at capacity.