Trump won't trade Taiwan for soybeans and Boeing jets, US analyst says

Sep 28, 2026

The White House sees Taiwan as too valuable to bargain away, which is reassuring for Taipei even as US-China trade talks move ahead.

  • Washington and Beijing each published their own version of what the Trump-Xi meeting produced, and the two lists clearly don't match.
  • Taiwan makes the chips and AI servers that hold up the US economy, so Washington won't risk that access to sell more soybeans and Boeing planes to China.
  • Both sides agreed to $30 billion in tariff cuts each, partly to cool US inflation before the midterm elections.
  • The tariff truce was extended only two months, a very short arrangement that suggests the two leaders' staff had not worked things out in advance.
  • Much of the Taiwan discussion happened behind closed doors, but US officials say Washington's Taiwan policy has not changed.

Outlook: Negotiators meet again in November and December at the APEC and G20 summits, where the short tariff truce will have to be settled or extended.

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