Core Viewpoint - Taiwan authorities are striving to reach a trade and investment agreement with the U.S. valued between $350 billion and $550 billion by the end of November, aiming to increase investments in the U.S. and seek concessions on tariffs or export restrictions on Taiwanese products [1] Group 1: Taiwan's Strategic Intentions - The agreement is seen as a proactive measure to mitigate potential new tariffs on Taiwan's semiconductor industry from the U.S. [1] - Taiwanese officials believe that without a clear investment and trade mechanism, Taiwan would be at a disadvantage if the U.S. initiates security reviews or tariffs on its industries [1][4] - The agreement is not merely about signing a large deal but is intended to provide a safeguard against potential U.S. measures [1][7] Group 2: U.S. Domestic Context - U.S. tariffs from the Trump era are facing judicial challenges, raising uncertainties about the future of tariff policies towards Taiwan [3] - If the U.S. weakens its tariff authority, it could reduce the pressure on Taiwan in negotiations, making Taiwan's rush to secure a large agreement more questionable [3] Group 3: Semiconductor Industry Dynamics - Taiwan's semiconductor industry, particularly TSMC, is crucial for both Taiwan's security and the U.S.'s technological landscape [6] - There are concerns that as Taiwan invests in U.S. manufacturing, its strategic position as a "silicon shield" may diminish if the U.S. enhances its own semiconductor capabilities [6][11] - The potential shift in U.S. policy towards self-sufficiency in semiconductors could undermine Taiwan's strategic value [6][11] Group 4: Domestic Controversies and Critiques - There is growing criticism within Taiwan regarding the strategy of investing heavily in the U.S., questioning whether it compromises Taiwan's industrial autonomy [9] - Critics argue that Taiwan's significant investment commitments to the U.S. may overlook the importance of maintaining a robust domestic industrial ecosystem [9][12] - Officials assert that the negotiations aim for global deployment while ensuring Taiwan remains a core base, but skepticism persists regarding the long-term implications of such a strategy [9][12] Group 5: Future Considerations - The upcoming months will be critical in determining the outcomes of Taiwan-U.S. negotiations, U.S. domestic judicial and industrial policy directions, and actual investment actions from Taiwan's industry [11] - Taiwan faces a choice between deepening cooperation with the U.S. or focusing on self-reliance and sustainable development, with both paths carrying significant responsibilities and challenges [12][14]
没时间了,台湾省有内鬼,资产加速转移美国,郑丽文担心的事发生
Sou Hu Cai Jing·2025-11-22 07:43