Why TSMC Remains Indomitable
Fueled by the AI boom, advanced packaging, and overseas expansion, TSMC is strengthening its global lead while navigating labor constraints, geopolitical risk, and competition with China.
geopolitics
Taiwan Leans Into Latin America Ties
Taiwan is cautiously rebuilding ties in Latin America, leveraging renewed U.S. focus on the region to counter Beijing’s influence and potentially regain diplomatic partners. While openings are emerging, lasting gains will hinge less on geopolitics and more on whether Taiwan and its allies can offer meaningful economic engagement.
Energy Security Returns to the Forefront
Geopolitical tensions have exposed Taiwan’s heavy reliance on imported energy and limited buffer capacity, bringing energy security back into focus. The challenge now is building a more resilient system as demand continues to rise.
Two Straits, One Lesson for Global Stability
Disruption in the Strait of Hormuz highlights how quickly instability at key maritime chokepoints can ripple through global trade and energy markets. It underscores a broader reality: the global economy depends just as much on stability in the Taiwan Strait.
Strait of Hormuz Disruption: Risks for Taiwan
Disruptions in the Strait of Hormuz are beginning to ripple through global shipping, raising costs and delays for Taiwan’s supply chains. Early signals suggest pressure is building in logistics networks before reaching manufacturing.
The Growing Taiwan-Philippines Connection
As Taiwanese investment in the Philippines accelerates, ties are deepening across trade, labor, and technology. Increasingly shaped by geopolitics, the relationship is taking on a more strategic character.
Taiwan Continues Reducing Business Exposures to China
Taiwanese companies are rapidly reducing their exposure to China as slowing growth and geopolitical risks reshape investment decisions. Even as Beijing courts firms with new incentives, most are redirecting their focus toward more stable global markets.
Safeguarding Taiwan’s Subsea Lifelines
As gray-zone threats intensify, Taiwan’s undersea cables — carrying over 95% of global data traffic — face mounting risks, spurring new efforts to strengthen resilience.