I agree that Taiwan's strongest opportunity may lie in becoming a trusted supplier across the broader supply chain. The new US commercial drone tariffs add an interesting dimension. Taiwanese products can qualify for 15% tariffs while some others (including Chinese) face 100%.
I agree that Taiwan's strongest opportunity may lie in becoming a trusted supplier across the broader supply chain. The new US commercial drone tariffs add an interesting dimension. Taiwanese products can qualify for 15% tariffs while some others (including Chinese) face 100%.
Some thoughts on this: https://polarbrief.substack.com/publish/posts/detail/214153966?referrer=%2Fpublish%2Fhome
Covered in Pt. 2! https://www.chinatalk.media/p/can-taiwan-build-drone-part-2