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.
