To play into the theory here (China invading)…

Apple makes phones. Lots of people buy the phones. If apple can’t make phones, then they can’t sell phones, then people can’t buy phones, bad for economy.

If China invaded Taiwan and it wasn’t a “peaceful transfer of power”, then China could just level the whole country, which would destroy all the fabs and little Susie down the street can’t upgrade from the iPhone 18 to the iPhone 19. Again, just playing into the theory.

Americans are consumers. I’m assuming they think(CIA/gov) that as long as iPhones, TVs, and porn is available then Americans won’t care about Taiwan getting invaded.