Two Sides of the Tariff Coin: Key Risks and Emerging Opportunities
The U.S. tariff hike on Indian imports raises costs and supply chain risks, but diversification offers exporters a path to resilience and new markets.
Trade
Taiwan’s Dairy Market Evolves
Taiwan’s dairy demand is rising, but local farmers face high costs and imports dominate, driving new debates on tariffs, nutrition, and international cooperation.
Macroeconomic Brief – August 2025
Strong Q2 growth driven by AI-related chip exports, but warns of slowing momentum ahead amid new U.S. tariffs, cooling consumption, and a stronger Taiwan dollar.
U.S. Tariffs Prompt Calls for Clarity
AmCham Taiwan’s flash survey highlights business concerns over new U.S. tariffs, emphasizing the need for predictable trade policies to preserve economic stability.
Navigating U.S. Tariffs and Managing Supply Chains
Taiwanese exporters face complex new U.S. “reciprocal” tariffs imposed by the Trump administration, significantly impacting sectors such as semiconductors, steel, and automotive parts. Strategic guidance and mitigation options are outlined to help navigate these evolving trade risks.
The Increasing U.S. State Presence
The number of U.S. state offices in Taiwan has quadrupled in recent years, with 24 states now actively pursuing investment and trade opportunities in Taiwan. This surge is driven by Taiwan’s growing role in foreign direct investment, as seen with TSMC’s massive project in Arizona, and the need for U.S. states to attract Taiwanese companies seeking to diversify beyond the Chinese market.
Taiwan’s Investment Focus Shifts Tides
For the first time in over two decades, Taiwanese investments in the United States surpassed those in China, signaling a significant realignment of Taiwan’s economic priorities amid shifting global trade dynamics. Driven by major players like TSMC and bolstered by U.S. incentives, this trend reflects deeper U.S.-Taiwan ties and a strategic move to diversify operations and mitigate risks.
Domestic and International Brief – December 2024
By Nikki Dong and Alex Myslinski Lai Embarks On South Pacific Tour President Lai Ching-te on November 30 departed for his first overseas trip since taking office in May. His itinerary, lasting through December 6, includes stopovers in Hawaii and Guam en route to visiting the Marshall Islands, Tuvalu, and Palau, Taiwan’s three diplomatic allies in…
Navigating Growth in 2025
Taiwan’s economy has thrived this year, fueled by strong demand for high-tech exports and vibrant domestic consumption and investment. However, uncertainties such as U.S. trade policies, a slowing Chinese economy, and geopolitical tensions pose challenges for 2025. While economic growth is expected to moderate, Taiwan’s resilience in innovation and global markets continues to drive optimism.
Hope on Horizon for Taiwan-Bulgaria Ties?
Despite reticence from Sofia on closer relations with Taipei, trade officials and businesspeople on both sides remain optimistic about progress.