Taiwan

Opmerkingen van de Chinese president werden gepubliceerd na een overleg van twee uur met Trump. Daarnaast bespreekt Stacey Abrams waarom het uithollen van de Voting Rights Act 'de belichaming van het kwaad' is.

• Amerikaanse president Donald Trump arriveerde op 13 mei 2026 in Beijing voor een staatsbezoek en gesprekken op hoog niveau met de Chinese president Xi Jinping over belangrijke bilaterale en mondiale kwesties. • Belangrijke agendapunten zijn de handelsgeschillen tussen de VS en China, toeleveringsketens van zeldzame aardmetalen, de politieke status van Taiwan, de concurrentie op het gebied van kunstmatige intelligentie en het aanhoudende conflict in Iran. • De top is een cruciale diplomatische ontmoeting die erop gericht is de strategische concurrentie tussen de VS en China te beheersen en de risico's op militaire escalatie te verminderen.

Voorafgaand aan de cruciale gesprekken is de beveiliging in Peking verscherpt, aangezien de Amerikaanse president Xi zal ontmoeten in de Grote Volkszaal. • De Trump-Xi top zal twee dagen duren. • De top stond oorspronkelijk gepland voor eind maart of begin april, maar werd uitgesteld vanwege de oorlog in Iran. • Nu Trump in China is, zijn dit enkele van de risico's waar de Amerikaanse president voor staat. Lees verder...

• Mondiale hedgefondsen hebben hun investeringen in Azië opgevoerd, waarbij de wekelijkse aankopen van Zuid-Koreaanse, Japanse en Taiwanese aandelen in de week eindigend op 7 mei een dieptepunt in 10 jaar bereikten, aldus een rapport van Morgan Stanley. • De stijging, de sterkste in meer dan een decennium in nominale termen, werd gedreven door cliënten uit alle regio's en strategieën die zich richtten op de Aziatische technologiesector te midden van de AI-boom. • De netto-exposure van hedgefondsen in Japan, Zuid-Korea en Taiwan is gestegen naar het hoogste niveau sinds 2010 en beslaat nu ongeveer 19% van de wereldwijde positionering, met een focus op halfgeleiders en hardware in de AI-toeleveringsketen.

• Taiwan en Paraguay hebben op 8 mei 2026 in Taipei City drie memoranda van overeenstemming ondertekend om de banden op het gebied van AI, cybersecurity en gerechtelijke zaken te versterken. • De overeenkomsten beslaan samenwerking tussen de twee landen op het gebied van informatiebeveiliging, slimme technologie en digitaal bestuur. • De pacten zijn erop gericht het partnerschap uit te breiden in het licht van de groeiende behoefte aan veilige digitale infrastructuur en technologische samenwerking.

• iShares MSCI South Korea ETF en iShares MSCI Taiwan ETF zijn de afgelopen 12 maanden respectievelijk met 239% en 96% gestegen te midden van de AI-manie. • De KOSPI-index van Zuid-Korea bereikte maandag een recordhoogte van 7.899,32 met een stijging van 4%, terwijl de TAIEX van Taiwan vorige week voor het eerst sloot boven de 42.000. • Goldman Sachs voorspelt een BBP-groei van 2,5% voor Zuid-Korea in 2026, waarbij AI-gerelateerde export verdrievoudigt tot bijna 30% van het BBP; het BBP van Taiwan zal naar verwachting versnellen naar 10% met soortgelijke exportstijgingen.

• Amerikaanse president Donald Trump arriveert woensdag in Peking voor tweedaagse gesprekken met Chinese leider Xi Jinping; dit is hun eerste face-to-face ontmoeting in meer dan zes maanden te midden van gespannen banden. • Volgens Amerikaanse functionarissen zullen de discussies gaan over Iran, spanningen rond Taiwan, kunstmatige intelligentie, kernwapens en de mogelijke verlenging van een overeenkomst over kritieke mineralen. • De top heeft als doel de betrekkingen tussen de twee grootste economieën ter wereld te stabiliseren, die onder druk staan door de voortdurende Amerikaans-Israëlische oorlog met Iran, handelsgeschillen en tariefdreigingen uit Trumps eerste termijn.

• Chenbro Micom, een in Taiwan gevestigd techbedrijf, rapporteerde voor het eerste kwartaal van 2026 een omzet van TWD 7,1 miljard, een stijging van 70% op jaarbasis, waarbij de nettowinst verdubbelde naar TWD 1,34 miljard. • Het bedrijf realiseerde een jaarlijkse omzetgroei van 31,1% en een winstgroei van 32,7%, waarmee het beter presteerde dan het industriegemiddelde te midden van het tech-momentum in Azië. • Deze prestatie onderstreept de sterke positie van Chenbro in high-tech sectoren zoals servercomponenten, ondersteund door een veerkrachtige Aziatische vraag.

• A new Lowy Institute report details Xi Jinping's blueprint for Taiwan after annexation, rejecting partial autonomy in favor of full integration into China's political system. • Plans could exclude millions of Taiwanese from public life and jail tens of thousands unless they pledge loyalty to the CCP and renounce autonomy. • Chinese scholars express private doubts about the viability of the 'One Country, Two Systems' model amid Taiwan's democratic entrenchment.

• Taiwanese officials worry that even subtle rhetorical changes from President Trump regarding Taiwan policy could destabilize the decades-long cross-strait status quo, as Trump prepares for a May 14-15 summit with Chinese President Xi Jinping in Beijing. • A White House official reaffirmed that U.S. policy toward Taiwan remains unchanged, based on the Taiwan Relations Act, three U.S.-PRC Joint Communiques, and Six Assurances to Taiwan, with no alterations announced. • Chinese scholars suggest Beijing will pressure Trump to shift declaratory policy—pushing for explicit opposition to Taiwan independence rather than current "not supporting" language—and seek U.S. pre-negotiation on arms sales, both major departures from established policy.

• Asia-focused ETFs representing Japan, China, South Korea, and Taiwan are outperforming in 2026, driven by a structural re-rating of Asian growth prospects as global investors seek alternatives to high-valuation U.S. mega-cap technology stocks. • Semiconductor and hardware infrastructure sectors are the primary beneficiaries of ongoing global AI expansion, with integrated supply chains across Japan, Taiwan, and South Korea attracting significant catch-up trades from international investors. • A broader stabilization in the U.S. dollar is acting as a tailwind for developed and emerging Asian equities, reducing the cost of dollar-denominated debt for regional corporations and improving competitive positioning.

• Shares in South Korea and Taiwan have rallied the most globally this month, with South Korea's Kospi index surging 78% year-to-date amid optimism for tech-driven gains. • Traders are positioning for Asia's technology leaders to lead the next phase of the worldwide stocks rally, focusing on semiconductor and electronics firms in these markets. • The outperformance underscores Asia's pivotal role in global equities, potentially sustaining momentum if U.S. and European markets stabilize.

US leader enters talks with superpower rival from vulnerable position, but will be hoping for economic wins amid turbulent backdropIf all goes to plan over the next few days – and that is a big if – Donald Trump will arrive in Beijing on Wednesday for a highly anticipated summit with Xi Jinping, China’s leader.The trip will mark the first time a US president has visited China in nearly a decade. The last visit was also made by Trump, during his first term, in 2017. Continue reading...

• On May 6, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) announced a $40 billion investment to build a new AI‑optimized fabrication plant in Taichung, focused on 2‑nm and 1.4‑nm process nodes. • The fab is projected to reach full capacity by 2029, capable of supplying 250,000 12‑inch wafers monthly to AI‑chip design firms, including NVIDIA‑style accelerators and custom ASICs for hyperscalers. • TSMC’s CEO, C.C. Wei, emphasized that 70% of the facility’s planned capacity is already pre‑booked by cloud providers and AI‑hardware vendors, underscoring the sustained global shortage of advanced nodes.

• China's military conducted unannounced exercises Friday involving naval destroyers and fighter jets near Taiwan's east coast, hours after the US approved a $619 million weapons package for the self-governing island, defense officials on both sides confirmed. • The Chinese Foreign Ministry issued formal diplomatic protests, characterizing the US arms sale as a violation of the one-China principle and warning of "serious consequences" for continued military support to Taiwan. • Taiwan's defense ministry said it is prepared to defend against any military aggression and praised the US commitment; regional analysts warned the escalating military posturing raises risks of unintended conflict.

• Chinese military announced a temporary halt to provocative exercises around Taiwan following private diplomatic discussions between US and Chinese officials in Singapore this week. • Beijing stated the suspension aims to create space for constructive dialogue, though military analysts note China maintains its military posture in the Taiwan Strait. • The development provides cautious optimism for regional stability, with US officials emphasizing the importance of maintaining open communication channels to prevent miscalculation.

Lai Ching-te abandons visit after Seychelles, Mauritius and Madagascar revoke overflight permission Taiwan’s president, Lai Ching-te, has cancelled his trip to Eswatini, the democratic island’s only diplomatic ally in Africa, after his government said several countries had revoked overflight permits because of “intense pressure” from China.Lai was to leave on Wednesday for the 40th anniversary of King Mswati III’s accession. Continue reading...

• The People's Liberation Army conducted live-fire exercises in the Taiwan Strait on April 17, with Chinese warships and fighter jets operating within 50 nautical miles of Taiwan's territorial waters—a proximity not seen since 2020. • Taiwan's defense ministry scrambled fighter jets in response and confirmed the U.S. Navy carrier USS Ronald Reagan transited the strait early on April 18, marking the second transit in four weeks. • U.S. Indo-Pacific Command stated the transit "demonstrates the United States' commitment to freedom of navigation and a rules-based international order," prompting a sharp rebuke from Beijing's Foreign Ministry.

• The Chinese People's Liberation Army launched live-fire drills near Taiwan on April 11, involving naval vessels and fighter jets in what Beijing characterized as routine training exercises. • In response, the United States Navy deployed the USS Ronald Reagan carrier strike group to the Taiwan Strait, with the Department of Defense stating the move was intended to ensure freedom of navigation. • Regional tensions remain high amid concerns over military miscalculation, with Taiwan's defense ministry reporting detection of over 20 Chinese military aircraft in surrounding airspace.

• Taiwan's opposition leader has met with China's President Xi Jinping in what observers describe as a significant diplomatic engagement focused on reducing cross-strait tensions. • Both the Taiwanese delegation and Chinese leadership have publicly called for peaceful resolution of their longstanding disputes, signaling potential openness to dialogue amid broader global geopolitical instability. • The meeting occurs within the context of increased international focus on regional stability, with major powers seeking to prevent additional conflicts from erupting during the ongoing US-Iran crisis.

Cheng Li-wun’s visit to Beijing has sparked controversy in Taiwan, with critics accusing her of being too close to ChinaIn a rare meeting with Taiwan’s opposition leader, China’s president, Xi Jinping, declared that people on both sides of the Taiwan Strait were Chinese and wanted peace.The meeting in Beijing between Xi and Cheng Li-wun, the chair of Taiwan’s Kuomintang (KMT), is the first such contact in a decade. The visit has sparked controversy in Taiwan, with Cheng’s critics accusing her of being too close to China, a country that many in Taiwan see as a threat. Continue reading...

• The US Navy sent two Arleigh Burke-class destroyers through the Taiwan Strait on April 8, 2026, in a freedom of navigation operation challenging Chinese claims. • Beijing scrambled 20 fighter jets in response, with state media labeling it 'provocation'; no collisions reported. • This escalation underscores US commitment to Taiwan's defense, critical for semiconductor supply chains worth $500 billion annually.

• The US Treasury Department announced sanctions on April 4, 2026, targeting 12 Chinese companies accused of supplying missile components to Taiwan's military in violation of export controls. • Sanctions freeze $2.1 billion in US-based assets and ban future transactions, following intelligence reports of shipments totaling 500 tons of avionics parts since January. • The move heightens US-China tensions, with Beijing calling it 'economic blackmail' that threatens South China Sea stability and global semiconductor supply chains.

• Technology stocks surged on March 16 as inflation fears subsided, with the SPDR Select Sector Technology ETF rising nearly 2%, though it remains down year-to-date amid ongoing doubts about AI boom sustainability. • Micron Technology shares rallied after announcing plans to build a second manufacturing site in Taiwan to produce high-demand AI memory products, while Nebius signed a five-year, $27 billion deal with Meta to supply AI infrastructure capacity. • Cybersecurity experts warn that data breaches and hacking tactics have become weapons of war alongside traditional military hardware, raising risks for civilian companies caught in cross-fire.