Taiwan's Foreign Minister Says US AI Ambitions Depend on Taiwan

Nov 03, 2026

Taiwan's foreign minister is making the case internationally that America's AI dominance is impossible without Taiwan, a pitch that's good news for the island's geopolitical standing and for the US-Taiwan tech relationship.

  • Taiwan makes over 90% of the world's most advanced chips and assembles about 90% of global AI servers, making it essential infrastructure for the US AI buildout, not a threat to American manufacturing.
  • The argument frames US and Taiwanese interests as complementary rather than competing: America leads in chip design and AI models, Taiwan leads in advanced manufacturing and packaging, and neither can win the AI race against China alone.
  • Taiwanese companies are already investing heavily in the US, including a huge new chip plant in Arizona, while US tech giants like Nvidia, Apple, and Google rely on Taiwanese manufacturing to actually build their products.
  • The piece pushes for deeper supply-chain cooperation among democracies (US, Japan, Netherlands, Taiwan) to cut dependence on China for AI hardware, especially as AI moves into robots, drones, and defense systems.
  • This is also a diplomatic move by Taiwan to shore up US support and counter arguments in Washington that blame Taiwan for the loss of American chip manufacturing jobs.

Outlook: Expect continued deepening of US-Taiwan tech and supply-chain ties, with Taiwan leaning on this argument to secure political and security backing from Washington amid rising US-China AI competition.

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