Written by Sin Lee and Chan-Yuan Wong. This article argues that Taiwan’s AI and net-zero transitions risk creating a K-shaped economy, as large firms gain better access to capital, technology, talent, and renewable energy while SMEs struggle with upgrading costs. It examines how unequal access to green electricity could constrain SMEs’ participation in global supply chains and proposes policy support.
Written by Drake Long. This article explores the opportunities and challenges facing Taiwan’s dual-use defence industry. Although Taiwan’s industry is ambitious to become a manufacturing hub for drones and other dual-use technologies, its success depends on sustained government investment and access to foreign markets, with the EU as an ideal target for deepening ties.
Written by Lucy Best. This article argues that issues of everyday governance, such as budgets, industrial development, and energy availability, that underpin Taiwan’s strategic success have become increasingly important for Taiwan’s partners to understand. Taiwan’s resilience is a question of whether its democratic institutions can continue to manage disagreement, produce effective policy and maintain public trust.
Written by Min-Hua Chiang. This article examines Taiwan’s 2025 growth surge, driven by ICT exports, capital formation, and booming semiconductors, while showing stagnant consumption, rising inequality, inflation, and housing burdens. It argues that concentrated income in tech undermines social cohesion and urges government spending, diversification, and AI-enabled upgrading across lagging industries for sustainable growth ahead.
Written by Thung-Hong Lin and Chun-Yin Lee. This article discusses the impact of China’s tightening control and U.S.–China trade tensions on Taiwanese firms. The authors find that traditional electronics firms have suffered revenue and profit declines, while high-end semiconductor companies have shown counter-cyclical growth. Ongoing tariff negotiations leave future prospects uncertain.
Written by Dominika Remžová. This article examines how Chinese EV and Taiwanese semiconductor investments are reshaping Central and Eastern Europe’s automotive industry. It highlights diverging national strategies, geopolitical implications, and the potential for industrial upgrading amid tensions between economic pragmatism and values-based foreign policy.
