Semiconductor chips had been the primary matter at an adjoining convention within the Hilton Bonnet Creek this week. An worker of mine spoke with one attendee who mentioned shareholders had been involved that their manufacturing headquarters had been positioned in Taiwan. Ought to they be involved?
I’m instructed the final consensus was that even within the occasion of China following via with its One China coverage, the corporate believed that China wouldn’t wish to lose such a profitable enterprise cope with the US.
Have a look at what occurred in Russia. We’re nonetheless buying Russian oil however via third get together nations like India who flip round and promote it at a premium. Power is dearer for everybody within the West now. China might implement retaliatory tariffs for the US and anybody else disobeying the One China coverage and China is strategic sufficient to know that reducing off the West’s provide of semiconductors can be a financial blow.
Socrates precisely predicted Taiwan’s election outcomes earlier within the yr and we noticed a course change again in January. Taiwan’s new President Tsai Ing-wen is essentially the most outspoken Taiwanese chief in opposition to the One China coverage. He has been deemed a risk by the Chinese language authorities. The neocons have mentioned they are going to defend Taiwan to the tip, whereas China has reiterated that any try and intervene in its affairs can be met with extreme penalties.
Tsai Ing-wen is keen to strengthen relationships with the US by producing extra semiconductor chips. The US put aside funds particularly to construct up home manufacturing, however shortages stay a significant issue.
“In the face of authoritarian expansionism and the challenges of the post-pandemic era, Taiwan seeks to bolster cooperation with the United States in the semiconductor and other high-tech industries. This will help build more secure and more resilient supply chains. We look forward to jointly producing democracy chips to safeguard the interests of our democratic partners and create greater prosperity,” Taiwan’s president said.
Taiwan’s rising relationship with America is fanning the flames of battle. The nation’s whole army technique depends on superpowers like America shielding it from China. Our adversaries see that we’re carrying ourselves skinny and hanging can be far simpler than earlier than.
It stays to be seen how relations will pan out with Trump on the helm. All of us bear in mind the notorious US-China commerce battle underneath his first administration the place each nations needlessly slapped on tariff after tariff. Let’s additionally bear in mind that it’s going to not be simple for Taiwan to export something if there’s battle within the Indo-Pacific. Is made in Taiwan a secure wager proper now from a Western perspective? Sadly, the reply is not any.
