The Globalist
Taiwan braces for semiconductor tariffs
Apr 15, 2025
William Yang, a journalist in Taipei, discusses Taiwan's strategic preparations as Donald Trump threatens semiconductor tariffs, highlighting its crucial role in the global supply chain. Simon Bouvier, Monocle’s bureau chief in Paris, offers insights into European responses to these geopolitical shifts, while aviation analyst Sally Geth explores the broader implications for the airline industry amidst these economic challenges. Together, they navigate the complexities of international relations and the rising tensions surrounding technology.
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Quick takeaways
- Taiwan, as the hub for 90% of global advanced semiconductors, faces pressures from the U.S. to reduce reliance on its production.
- The unpredictability of U.S. foreign policy under Trump poses challenges for Europe's unity and defense strategies amid global instability.
Deep dives
Taiwan's Semiconductor Significance
Taiwan plays a critical role in global semiconductor production, manufacturing approximately 90% of the world's advanced chips. The company TSMC is central to this supply chain, providing vital components for various technology sectors. Geopolitical tensions, particularly with China's increasing pressure and the U.S. seeking to reshore semiconductor production, place Taiwan in a precarious position. The U.S. has started exerting pressure on TSMC, pushing for investments in domestic facilities to mitigate reliance on Taiwan and enhance national security.
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