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 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 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.
