Our Scans · Taiwan · Weekly Summary

• [New] Taiwan Semiconductor Manufacturing Company (TSMC) makes the most advanced chips designed by companies such as Nvidia, AMD and Apple, so any increase in pricing could ripple through to the cost of AI infrastructure, and potentially over time, the prices customers pay for their electronic devices. BBC News
• [New] Supply chains continue to adapt, benefiting economies such as Vietnam, Taiwan and Mexico, while energy reallocation and AI-driven semiconductor demand sustain trade growth despite geopolitical disruptions and protectionist pressures. BBVA research
• [New] The increased thermal coal assumptions for 2026 reflect geopolitical tensions and higher demand from Japan, South Korea and Taiwan, as buyers have increased purchases to hedge against potential LNG supply disruptions, particularly benefiting Australian coal. petromindo
• [New] Under a proposal released on Tuesday, more than a dozen economies like Canada, Mexico, Taiwan and the EU will face 10% levies over accusations of failing to enforce bans on forced labour. WXLV
• [New] As a key hub of the global AI supply chain, Taiwan will continue to play a vital role in connecting innovation, technology, and international partnerships. Cision PR Newswire
• [New] If the United States were to lose Taiwan, it could trigger a disastrous chain reaction, severely weakening U.S. strategic influence throughout the Indo-Pacific region. E-International Relations
• [New] Trump standing firm is the best way to close China's perceived window of opportunity to secure adjustments to U.S. policy on Taiwan. Council on Foreign Relations
• [New] China-Japan relations face one of their sharpest crises since normalization after Prime Minister Sanae Takaichi said a Taiwan Strait contingency could become a survival-threatening situation for Japan. The Asia Cable
• [New] China's military operations to project power over Taiwan and its efforts to assert sovereignty claims in the South and East China Seas occur routinely with confrontations that increase concern of miscalculations potentially leading to conflict. Perry World House
• [New] A full sorting event (a Taiwan crisis or equivalent in 2030 that cuts cross-bloc trade in half), and the contested middle collapses from eight to two. Perspective on Risk
• [New] Applied to the trade-capital divergence: if a Taiwan crisis, a comprehensive financial embargo, or an equivalent sorting event forced countries to choose between the dollar system and a China-centered alternative simultaneously, the financial divergence could close in years rather than decades. Perspective on Risk
• [New] The continuous shifts in ADIZ incursion rates per month may indicate efforts by the PRC to maintain a level of unpredictability, requiring Taiwan to remain alert and prepared to scramble a response despite its decreased ability to predict PLA behaviour. American Enterprise Institute - AEI
• [New] The PRC exploits Taiwan's vulnerability to LNG supply shocks to threaten Taiwan's populace with the prospect of widespread electricity shortages unless Taiwan agrees to accept PRC annexation. American Enterprise Institute - AEI
• [New] The PRC is attempting to take advantage of global energy supply disruptions related to the US-Iran war to delegitimize the Lai administration and cause panic in Taiwan over potential LNG shortages. American Enterprise Institute - AEI
• [New] President Biden is expected to speak with Chinese President Xi Jinping this week in a bid to manage rising tensions over Taiwan, trade and a deadlocked bilateral diplomatic agenda. The Council of Industry
• [New] A potential US-China war over the strategic flashpoint of Taiwan would raise the danger of the world's first nuclear exchange. The Sydney Morning Herald
• [New] Taiwan is set to increase its arsenal of powerful anti-ship missiles to more than 1,800 by early 2029, as it seeks to enhance its capacity to counter a mounting threat of blockade or invasion by China. Just Security
• [New] From the deployment of mobile missile launchers and dispersed combat aircraft, the devastating potential of U.S. forces from Luzon to take part in offensive operations against China or defensive operations in support of Taiwan cannot be understated. The Diplomat
• [New] Essential Japan take note; a blockade of Taiwan could well soon become inevitable. Japan Today
• [New] Taiwan going independent is provoking instability across the Taiwan Strait. The Washington Times
• [New] In a crisis over Taiwan or the East China Sea, initial military posturing will matter tremendously. Foreign Affairs Magazine
• [New] Tokyo's efforts are particularly essential because a Taiwan crisis might begin with a Chinese effort to split U.S. and Japanese decision-makers. Foreign Affairs Magazine
• [New] Any escalation around Taiwan could have massive global economic and military consequences. Pulse India News

Last updated: 19 June 2026