Chokepoints explained
Taiwan Strait
The Taiwan Strait separates Taiwan from mainland China and links the South China Sea to the East China Sea.
Ships moving between Northeast Asia and Southeast Asia, Europe and the Middle East commonly use the strait.
Taiwan is home to much of the world's most advanced chip manufacturing, so tension in the strait, from military drills to any blockade, is a supply chain risk for companies far beyond Asia.
Countries around the Taiwan Strait: this week's threat scores
Frequently asked questions
Could China blockade Taiwan?
We assess it is highly unlikely (under 5%) that a blockade of Taiwan begins within 3 months, but Chinese naval and air activity around the island remains intense. Taiwan reported 22 Chinese aircraft sorties on Oct 31, 18 crossing the median line.
What is the Taiwan Strait?
The Taiwan Strait separates Taiwan from mainland China and links the South China Sea to the East China Sea.
Why does the Taiwan Strait matter for business?
Taiwan is home to much of the world's most advanced chip manufacturing, so tension in the strait, from military drills to any blockade, is a supply chain risk for companies far beyond Asia.
Published by Zed Three. Last updated Nov 2, 2026.
Custom reports
Need a deeper read on the Taiwan Strait?
Zed Three builds custom threat and risk reports around your people, suppliers and routes.
Free weekday briefing
Get Chokepoint free
The five stories that move markets, supply chains and deals, each with the so what worked out. Five minutes, every weekday morning.