Trump, Tariffs, Taiwan & Chips: a Special Commentary today by USTBC President Rupert Hammond-Chambers. "President Donald Trump has consistently spoken about the semiconductor industry’s importance to America’s future and the urgent need to broaden and deepen U.S. chip manufacturing – including high-end chips for cutting-edge applications in areas such as Artificial Intelligence (AI) and quantum computing. He has focused minds on his demand by threatening tariffs on chips ranging from 25% to 100%. This threat looms over Taiwan Semiconductor Manufacturing Company (TSMC), globally the largest and most advanced chip manufacturer, and indeed over America’s entire semiconductor ecosystem." https://lnkd.in/dWtCUuzu
US-Taiwan Business Council
国际贸易与发展
Arlington，Virginia 1,419 位关注者
Fostering business relations between the United States and Taiwan since 1976
关于我们
The US-Taiwan Business Council is a non-profit membership organization dedicated to developing the trade and business relationship between the United States and Taiwan. The organization serves its members as a portal to Taiwan, and aspires to be an effective representative for those members in dealing with business, trade, and investment matters in Taiwan. Members consist of public and private companies with business interests in Taiwan, and range in size from one-person consulting firms to large multinational corporations. Our network of relationships is dedicated towards giving our members access to the people and the information that they need to succeed.
- 网站
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https://www.us-taiwan.org
US-Taiwan Business Council的外部链接
- 所属行业
- 国际贸易与发展
- 规模
- 2-10 人
- 总部
- Arlington，Virginia
- 类型
- 非营利机构
- 创立
- 1976
- 领域
- Taiwan、trade、business、cross-Strait、technology、defense、security、semiconductors和financial services
地点
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主要
获取路线
1700 North Moore Street
Suite 1703
US，Virginia，Arlington，22209
US-Taiwan Business Council员工
动态
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Council President Rupert Hammond-Chambers On Taiwan: Trump should bolster ‘arsenal of democracy’ to meet China threat https://lnkd.in/dyzwtdPS
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The US-Taiwan Business Council today commented on the proposed Foreign Military Sales of MK 75 Gun Mounts and Command, Control, Communications, and Computers (C4) modernization to Taiwan. Council President Rupert Hammond-Chambers also offered comments?on U.S. security assistance to Taiwan during the Biden Administration and the outlook for 2025. https://lnkd.in/dc8R72QT
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Today the US-Taiwan Business Council welcomed the letter signed by 103 members of the U.S. House of Representatives urging Congress to expedite Taiwan-related double taxation relief efforts. https://lnkd.in/dic23W_2
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The US-Taiwan Business Council Commented on the Proposed Foreign Military Sales of F-16 aircraft/AESA Parts and Support and IMSE/EXFOR Support to Taiwan USTBC President Rupert Hammond-Chambers commented, “By the end of 2026, Taiwan will have the largest, most-advanced F-16 fleet in the Indo-Pacific - exceeding 200 fighters - and it will require deep stocks of spare parts to ensure operational rates that maximize the impact of the fleet. China’s efforts to degrade the airworthiness of Taiwan’s F-16s through constant grey zone harassment can be partly offset by careful, sustained maintenance. Additionally, AESA radars are a significant force multiplier. Keeping them maintained improves combat competitiveness against the PLAAF. Additionally, sustained support for Taiwan’s mobile and secure communications infrastructure, through IMSE, is essential in both combat situations and in disaster relief during and after earthquakes and typhoons. Improved secure communications across the government, particularly including both civilian and defense personnel, is essential to improving Taiwan’s deterrent capabilities.” Hammond-Chambers added, “It is unfortunate that the Biden Administration seemingly sought to bury these two arms sales by publishing them after 9:00 pm on the Friday after Thanksgiving break. This administration has undertaken a stellar approach to the cadence of arms sales over the past 4 years. It is unnecessary and counterproductive to downplay America’s defense and security support for Taiwan in this manner.” https://lnkd.in/dmVZ2fRZ
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Analysis on Taiwan co-production and co-development by the Council President.
Comments on Taiwan co-production & co-development. Co-development. USTBC organized delegations in April and May of 2024 focused on co-development of new platforms and systems. Taiwan is certainly focused on drone development, as witnessed by the government budget for development, as well as setting up the Chiayi Drone Park. They are making some headway with companies such as Thunder Tiger developing platforms for Taiwan and foreign markets. It’s a long road but as witnessed by MOFA Minister Lin’s MOU with Lithuania, there’s progress being made every day. Taiwan is also seeking significant co-development help in large programs such as the Hai Kun Class Indigenous Defense Submarine (IDS). The first-in-class boat is undergoing trials currently and is populated with significant foreign content. It is a good example of a complex domestic platform, integrated by a Taiwan company, NCIST & CSBC, with foreign subsystems. The AT-5 Brave Eagle program at AIDC is another good example. Taiwan’s own defense industry is expanding with new players such as MiTAC and Evergreen. The possible entry of Taiwan’s systems integrators into the research, development and production of defense articles is important. They can bring real expertise and entrepreneurial-ism to the sector while also producing final goods at the most proficient time and cost. Co-production is the licensing of a foreign technology to produce in Taiwan and at scale. Given the challenges facing the American defense industrial base there is significant need for greater global capacity and for it to be disseminated closer to possible areas of conflict. The Biden Administration has been talking with allies and partners such as Taiwan, Japan and Australia about co-production with strong interest from all three parties. Indeed, Australia is already some ways down the road. For example, in the case of Taiwan, ground-to-ground, air-to-air and ground-to-air missiles make sense to look at.?The US prime would license the technology or partner with a Taiwan company and set up manufacturing on island to supply Taiwan’s needs. However, for the unit cost to be acceptable production would likely far outstrip domestic demand so Taiwan would have to export surplus production. The US has historically refused to allow Taiwan to export its domestically produced defense items, such as HF-II and HF-III both of which may have a global market. So, this will require the US to change its tune on allowing some Taiwan manufactured items to be exported to other countries or for the US to purchase them for its own use. We don’t know how the incoming Trump Administration is going to address co-production. If it proceeds on the basis of military and strategic rational which is strong, there is the possibility that U.S. domestic voices will argue that American technology should be produced exclusively at home as part of the administration’s manufacturing industrial policy. We’ll have to wait and see which voices win out.
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The US-Taiwan Business Council (USTBC) welcomed the announcement by the U.S. Department of the Treasury that negotiations will begin on a comprehensive agreement to address U.S.-Taiwan double taxation issues. The first round of negotiations is expected to take place in the coming weeks. https://lnkd.in/dA449AkJ
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The US-Taiwan Business Council (USTBC) today welcomed the announcement of two possible Foreign Military Sales (FMS) to Taiwan of 3 National Advanced Surface-to-Air Missile System (NASAMS) Medium-range Air Defense Solutions as well as AN/TPS-77 and AN/TPS-78 Radar Turnkey Systems and related equipment at an estimated total cost of US$1.988 billion. USTBC President Rupert Hammond-Chambers commented, “This is an important development, and both the Biden and Lai Administrations should be commended for consummating these programs. The sale of AN/TPS-77 and AN/TPS-78 radars – along with three NASAMS 3 batteries and 123 AMRAMM-ERs – serve as a significant step forward in the modernization of Taiwan’s air-defense architecture. After 3+ years of modest sustainment and munitions sales, these two FMS cases represent a significant broadening of the Biden Administration’s approach to the defense of Taiwan. This should allow for greater consideration of all the military threats posed to Taiwan, not just those involving a kinetic attack.” Hammond-Chambers added, “The radars will improve air, maritime, and missile surveillance around the island, allowing Taiwan to better track threats posed by the People’s Liberation Army’s (PLA) grey zone activities. They will improve the actionable intelligence of the Taiwan military, and their mobility improves survivability and effectiveness in combat. The NSASMS batteries will be integrated into an island-wide air defense architecture that also includes Patriot-III and Taiwan’s indigenous Tien Kung system, and the AMRAMM-ERs provide extended coverage. The sale of NASAMS place added focus on the Taiwan Air Force to further procure deep magazines of AMRAMM-ERs, AMRAMMs, and AIM-9Xs to ensure that the Taiwan NASAMS and F-16 fighters have the supplies needed for a potential conflict.” https://lnkd.in/ddeCBJAd
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The US-Taiwan Business Council (USTBC) is pleased to announce that Senator Mark Kelly of Arizona has agreed to serve as the Council’s Honorary Co-Chair. Senator Kelly joins Senator Lisa Murkowski of Alaska in the position. Since their inception in 1997, USTBC’s Honorary Co-Chairs have testified to the importance of bipartisan support for U.S.-Taiwan economic relations. The Council is hugely honored to welcome Senator Kelly to the role and looks forward to working with him on strengthening and expanding this crucial commercial and business relationship. https://lnkd.in/dW2di7fS