Ariz. Gov. Visits Taiwan To Discuss Semiconductors

    Photo: AP [via Al Jazeera]

    The Facts

    • On Tues., Arizona Gov. Doug Ducey traveled to Taiwan for a trade mission focused on the multi-billion dollar market of semiconductors, as the state seeks suppliers for a new $12B Taiwan Semiconductor Manufacturing Corp. (TSMC) plant in Phoenix.

    • TSMC, which reportedly produced more than 90% of the world's semiconductors in 2021, announced last year that it would invest $3.5B in the Arizona factory.

    The Spin

    Pro-China narrative

    Secessionist forces are using Taiwan's importance in the global semiconductor market as a political tool to advance their goals. But failing to adequately take into account foreign competition and provoking tensions by catering to the Cold War mindset still promoted by the US will only harm Taiwan's own development.

    Anti-China narrative

    Semiconductor deals between the US and Taiwan are part of a broader cooperation to ensure the island's security amid growing threats and hostility from China. The so-called "democracy chips" will strengthen their ties even more and demonstrate US commitment to democracy and security in the Indo-Pacific.

    Establishment-critical narrative

    Continued high-level visits to Taiwan merely serve to undermine the US's commitment to its "one-China" policy. The UN, along with most nations worldwide, recognize Taiwan as a province of China "with no separate status." US posture towards the island is becoming increasingly dangerous and is part of its efforts to contain China, now that the country has become an economic powerhouse.

    Nerd narrative

    There's a 65% chance that the US will respond with military force if China invades Taiwan before 2035, according to the Metaculus prediction community.

    Establishment split



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