Supply and Demand: Taiwan’s AI Shield Conundrum

Written by Pam Kennedy. This article examines whether Taiwan’s central role in producing AI-capable semiconductors creates a durable “AI shield” by increasing Western, especially US, security interests. It argues that the shield is narrower and more fragile than often assumed, vulnerable to AI investment slowdowns and chip-supply diversification, and should not replace broader international partnerships.

Taiwan’s Fascinating Military History: Legacies of the Past and Implications for the Future

Written by Eric Setzekorn. This article introduces a new book that explores Taiwan’s military history since 1949 and examines today’s security challenges. It argues that Taiwan’s armed forces have evolved from a conservative “party army” into a more adaptable and balanced institution. It highlights lessons and challenges of the Taiwan-US military relationship and the foundations for Taiwan’s defence resilience.

Fearful Summitry: Xi Jinping’s Meeting with Donald Trump and Implications for Taiwan and Cross-Strait Relations

Written by Jacques deLisle. This article argues that though Taiwan avoided the worst imagined outcomes from the Trump-Xi summit, the uncertainty and, in turn, the fears yielded by the meeting reflect, and are likely to worsen, the challenges Taiwan faces in cross-Strait and international relations. For Taiwan, all of this means deepening challenges in evaluating risks and making difficult policy choices.

Between the Two Summits: Taiwan’s Quiet Marginalisation

Written by Meng Kit Tang. The piece examines how the recent Trump–Xi summit in Beijing reflected a broader shift in U.S.-China relations: Taiwan was increasingly treated as secondary to great-power stability. It argues that Beijing is combining diplomatic pressure, narrative shaping, and economic leverage to constrain Taiwan internationally, while Washington prioritises predictability and managed competition with China.

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