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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Taiwan's Semiconductor Dominance
- Taiwan produces 90% of advanced semiconductors, crucial for daily life.
- The US aims to reduce reliance on Taiwan due to geopolitical concerns and competition with China.
Taiwan's Dependence on the US
- Taiwan relies on the US for defense against China's increasing pressure.
- This dependency creates a precarious situation, especially with a more unpredictable US government.
Taiwan's Limited Leverage
- Taiwan's semiconductor dominance doesn't give it as much leverage as expected with the US.
- This is because Taiwan's current ruling party has strongly aligned its foreign policy with the US.