471. Semiconductors Are Not a Reason to Defend Taiwan
- Author:
- Christopher McCallion
- Publication Date:
- 10-2022
- Content Type:
- Commentary and Analysis
- Institution:
- Defense Priorities
- Abstract:
- Taiwan’s dominance in advanced semiconductor manufacturing and rising U.S.-China tensions have produced alarm that a Chinese invasion or blockade of Taiwan could cause a major disruption of the global semiconductor supply chain. This has led some to claim that the U.S. should defend Taiwan in order to maintain its supply of advanced chips. Fears that China could seize Taiwan’s chip-manufacturing capacity and leapfrog the U.S. technologically are overblown. Interdependence cuts both ways; if China invaded Taiwan, it would be cut off from the vital inputs controlled by the U.S. or its allies, and therefore unable to resume chip production under new management. Others fear Taiwanese chips could be disrupted during a Chinese blockade or a protracted conflict and tend to recommend bolstering U.S. capabilities to deter China. However, there are strong reasons to doubt the U.S. can ultimately deter Beijing if it feels that force is its only option for national reunification. Further efforts by the U.S. to deter China may only present Beijing with a closing window, encouraging it to use force before its prospects worsen, and precipitating the very conflict the U.S. seeks to prevent; a war between the U.S. and China would be exponentially costlier than any potential semiconductor supply shock resulting from a cross-strait invasion. Instead, the U.S. should seek to dial down the temperature with Beijing in order to maintain the political and territorial status quo and buy the time needed to diversify its own semiconductor supplies by onshoring or “allyshoring” chip manufacturing. The U.S. should therefore avoid provoking Beijing unnecessarily, and reaffirm the substance of the One China Policy while seeking to develop a longer-term settlement with Beijing over the future of the region.
- Topic:
- Foreign Policy, Defense Policy, Manufacturing, and Semiconductors
- Political Geography:
- China, Taiwan, Asia, and United States of America