Written by Baosheng Guo. This article analyses Taiwan’s options in the face of Trump’s uncertain and unpredictable Taiwan policy. It suggests that Taiwan should urge the US to provide strategic clarity and strengthen its relationship with Europe. Taiwan should also weaponise the interdependence of its semiconductor industry with the US and prepare to restart its research and development of nuclear weapons.
Written by Yi-Ling Chen. This article traces Taiwan’s housing transformation, arguing that the state’s role remains central, and that its interventions have facilitated commodification, speculation, and inequality in Taiwan’s housing sector. It calls for restoring housing’s use value and reimagining it as a basic necessity.
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 Zong-Rong Lee and Thung-Hong Lin. This article introduces the Taiwan Insight–IJTS special issue on the Topical Section “Transitions and Challenges in Taiwan’s Economy and Society.” Initiated as an open invitation to scholars worldwide, the Topical Section reflects on Taiwan’s economic transformation, convening debate on structural shifts, their consequences, and the pressing challenges shaping Taiwan’s future.
Written by Colin Aponte. This article analyses what Taiwan’s experience can teach the US about resisting economic coercion at home beyond the so-called silicon shield. It shows that diversification beats dependence, strategic industries can become a form of self-protection and retaliation from China should be expected and prepared for.
Written by Ritika Passi. The article discusses the weaponisation of different chokepoints, using the India-Pakistan water dispute as a case study. It applies these insights to Taiwan, underscoring its vulnerabilities in the Taiwan Strait for trade and subsea cables for data. The author emphasises the need for Taiwan to enhance its economic security and resilience against potential disruptions.
Written by Peter C.Y. Chow. This article assesses the impact of Trump’s tariffs from a global trade perspective. It argues that the effects of tariffs in reducing trade deficit remain indeterminate. Applying it to all trading partners will affect US relations with its allies, including Taiwan, and challenge the rules-based trade system that the US nurtured since the end of World War II.
Written by Alexander C. Tan. This article argues that Taiwan finds itself in a uniquely vulnerable position in the shifting landscape of international trade. The Taiwanese economy is heavily reliant on international trade. Taiwan is also excluded from major regional trade agreements such as the RCEP and CPTPP, limiting its options for diversifying trade relationships and mitigating the impact of tariffs.
Written by Min-Hua Chiang. This article argues that the TSMC will continue to be Taiwan’s silicon shield, despite its US$100 billion investment pledge in the US, as most of the more advanced chips will be fabricated in Taiwan. That is also why Taiwan faces challenges from the US tariff threat in the near term. TSMC remains Taiwan’s best chip in its negotiations with the US.
Written by Guan-Yi Leu. This article analyses the effects of Trump’s tariffs on Taiwan economically and geopolitically. The main concern in Taiwan was the uncertainty and unpredictability caused by the policy. It also discusses Taiwan’s response to it, both in terms of government and businesses. Taiwan’s economy has shown resilience amidst geopolitical risks and has weathered previous conflicts.
Written by Michael Reilly. This article argues that the implications of Donald Trump’s tariffs for Taiwan are much more serious than a potential 0.43% hit to its GDP growth because the US and China are its two largest export markets, placing Taiwan on the front line of the trade war. Nevertheless, the choices of Taiwan are likely to be forced upon it by the decisions of American companies.
Written by Min-hua Chiang. This article examines the trend of Taiwan’s Outward Foreign Direct Investment (OFDI) amidst the geopolitical uncertainties. The declining reliance on China for manufacturing and the increasingly diversified economic links are expected to help Taiwan connect more closely with America and the rest of the world.
Taiwan Insight 