Taiwan’s global AI role pivotal, US analyst says

Taiwan remains crucial in the global AI supply chain and maintains irreplaceable roles for years to come.
Misconceptions in the US about semiconductor “onshoring” might overlook long-term reliance on Taiwan’s hardware manufacturing.
Domestic US challenges such as factory permits and labor restrictions could hinder Taiwanese firm efforts in the US.
Underinvestment in Taiwan’s asymmetric defense capabilities poses a strategic risk, seen as a concern in Washington.
Both Taiwan and the US need to focus on long-term strategic risks over short-term tactical issues to protect their technological lifelines.
Proper framing of China’s threats rather than Taiwan’s perceived risks is essential to align international strategies for deterrence.
Accurate trade data shows US firms view Taiwan as a trustworthy partner, contradicting claims of “stealing” the chip industry.
Taiwan’s semiconductor industry is thriving, debunking notions of being hollowed out.

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