Written by Alexis Huang. This article examines Taiwan Semiconductor Manufacturing Company (TSMC)’s water–energy nexus, tracing its ecological costs, sustainability efforts, and infrastructural challenges. Despite advances in wastewater recycling and renewable integration, TSMC’s growth remains constrained by environmental limits, showing that long-term leadership depends on systemic reform, not technological fixes.
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 Tom Meinderts. This article discusses the effects of Trump’s tariffs and the options available for Taiwan’s trade policies. Given the importance of the US market for Taiwan’s semiconductors, it is unsurprising that Taiwan has already started negotiations to lower the tariffs. As other options remain unattractive, these negotiations may become the most important in Taiwanese history.
Written by Ling-Ming Huang. Taiwan’s semiconductor industry grew significantly in the 1970s and 1980s, driven by important government-led strategies aimed at developing manufacturing capabilities for integrated circuit (IC) products in Taiwan. These initiatives laid the foundation for Taiwan’s global dominance in the semiconductor sector and facilitated the establishment of key corporations like TSMC.
Written by Tran Thi Mong Tuyen. Since the 1990s, Taiwan’s government has championed the “Go South” and “New Southbound” policies, catalyzing Taiwanese entrepreneurship across the Association of Southeast Asian Nations (ASEAN). Vietnam, boasting a stable economy, ample labour force, a youthful demographic, and rich natural resources, has emerged as a prime destination. This article focuses on the recent cooperation between Taiwan and Vietnam in different industries, and proposes potential future collaborative opportunities between the two.
Written by Yun-Chieh Wang. In 2023, Taiwan’s international trade experienced a decline in growth because of global economic challenges, with a notable dependency on semiconductor exports. Despite this downturn, Taiwan’s trade gap widened positively, attributed to the reshoring of Taiwanese enterprises, and increasing foreign investment. Meanwhile, the Taiwanese government is actively diversifying its trade partners, reducing its reliance on China and forging ties with the U.S. and U.K. through trade agreements.
Written by Guo-Huei Chen and Ming-En Hsiao. That is why Taiwan’s semiconductor industry is a key element in the strategic competition between the United States and China in science and technology. Losing Taiwan is equivalent to losing the power to speak in future innovative technology. Neither the United States nor China can afford the consequences of losing Taiwan’s semiconductors.
Written by Shihoko Goto. The momentum for Taiwan to be an integral part of the global economic community is reaching unprecedented levels. Taiwan’s ability to keep the pandemic at bay when the international community was first gripped by the rapid spread of covid in early 2020 certainly opened the world’s eyes to Taipei’s efficient, capable responses to emergencies. But the disruptions to global supply chains and the recognition of Taiwan dominating the international semiconductor manufacturing market have catapulted Taiwan’s economic standing. At the same time, growing concerns about ensuring the status quo in cross-Strait relations have only raised awareness of the fragile situation that Taiwan finds itself in. The question is whether Taiwan has suitably leveraged its advantages to ensure its economic prospects and safeguard its future.
Written by Lotta Danielsson. For the first year of the COVID-19 pandemic, Taiwan served as a brilliant example of how best to handle the crisis. Leaning on its experiences during the 2003 SARS epidemic, Taiwan received glowing reviews for its protective measures. Stories about long stays in quarantine hotels and the vigilant surveillance of arriving travellers spread widely online. Donations of high-quality protective gear served as public relations opportunities, culminating with “Made in Taiwan” facemasks worn at the White House. Photos from a crowded live concert in Taipei elicited envy from those still in semi-lockdown elsewhere.
Written by Yu-Ching Kuo and Robyn Klingler-Vidra. Early into the global pandemic — and amidst ongoing U.S.-China trade tensions — the International Monetary Fund’s (IMF) World Economic Outlook in April 2020 forecast that Taiwan’s GDP would shrink by 4% in 2020. However, by October 2020, Taiwan’s exports unexpectedly grew by 3.4% and GDP increased by 2%. The outperformance was partly due to Taiwan’s capacity to fight COVID-19, which contributed to the export growth rate of semiconductors and electronics and information technology industries, which was as high as 20%. #Taiwan #economy #industry #covid #Trump @RobynVidra
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