Taiwan Prepares for Trump’s Tariffs, and a Changed Washington

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Taiwanese officials, facing a more transactional U.S. relationship, have traveled to Washington to float energy deals and defend the island’s semiconductors.

A man in a suit walks past soldiers in military fatigues, with the flag of Taiwan and a portrait of Sun Yat-sen in the background.
President Lai Ching-te of Taiwan visiting a military base in Taitung in January. The Trump administration has urged Taiwan to spend more on its military.Credit…Ritchie B Tongo/EPA, via Shutterstock

Chris BuckleyCatie Edmondson

By Chris Buckley and Catie Edmondson

Chris Buckley, reporting from Taipei, and Catie Edmondson, reporting from Washington, interviewed more than a dozen current and former American and Taiwanese officials and lawmakers for this story.

Not so long ago, Taiwan basked in seemingly boundless, bipartisan support in Washington, where the island has long been regarded as a valiant democratic partner against China.

Now, a few weeks into President Donald J. Trump’s second term, Taiwan is adjusting to a shift in its relationship with the United States, its primary backer — one that does not focus on shared democratic ideals, and that is more uncertain and transactional. Mr. Trump has accused Taiwan of spending far too little on its own security and of gaining an unfair dominance in making semiconductors.

Taiwanese officials and businesspeople have been trying to assure the new administration of their commitment to cooperation. They have traveled to Washington for meetings, bearing charts detailing their military outlays, and attended inauguration events filled with the MAGA faithful. They have floated new deals that Taiwanese companies could broker with American businesses in gas and other fields, and tried to explain the value of Taiwan’s semiconductor manufacturing to American interests.

Underlying their efforts is an anxiety over what Mr. Trump may do, for instance, to press Taiwanese companies to move advanced semiconductor production to the United States. Mr. Trump has said he might soon impose tariffs on semiconductors. Taiwanese officials have been preparing to help Taiwanese businesses soften the blow of any such move.

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A Taiwan Semiconductor Manufacturing Company building in Tainan. TSMC is the world’s most advanced chipmaker.Credit…Lam Yik Fei for The New York Times

“I think Taiwan just convinced itself that they had good relations with the U.S. and they had lots of friends in Congress, and they would be able to weather the storm,” said Bonnie S. Glaser, the managing director of German Marshall Fund’s Indo-Pacific program, who often speaks with Taiwanese politicians. “When Trump made those comments, I think it was a wake up call for people in Taiwan that they really didn’t know what was coming next.”


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