讀後心得

U.S. President Trump announced a 32% tariff on Taiwan, drawing public attention, and the social media of Premier Su Tseng-chang sparked heated discussions. Former legislator Kuo Cheng-liang criticized the government's failure in negotiations, pointing out that Taiwan's chip exports are mainly to China, not the United States. Kuo emphasized that Taiwan may face significant damage because key production bases are all in other countries. He urged the green camp and the media to be more cautious when discussing the chip tax, and noted that even if Trump did not impose a chip tax, Taiwan's total exports would still be limited.

On the 3rd, U.S. President Trump announced reciprocal tariff measures, specifically imposing a heavy tax of 32% on Taiwan, which instantly flooded the messages on the Facebook of the Executive Yuan's head. Former lawmakers criticized the government's response measures, mentioning that some affiliated parties were defending the "absence of the chip tax," but in reality, Taiwan's largest chip export market is not the United States. In a personal YouTube program, a former lawmaker bluntly stated that the government's negotiations with the U.S. have completely failed, highlighting a significant strategic error. He pointed out that if they had managed the leverage of TSMC first, they could have at least held other negotiation chips when facing Trump's tariffs. However, the government chose to send TSMC to the U.S., purchase natural gas, and promised to enhance the defense budget, ultimately failing to achieve the desired outcome, with the tariff rates only differing from China's by 2%.

This former lawmaker also mentioned that China is already prepared for a hardline stance and quickly expressed strong opposition to the reciprocal tariffs, announcing a comprehensive countermeasure. Meanwhile, Taiwan mistakenly believes it can escape this predicament. He accused the current president and the head of the Executive Yuan of being at a loss, completely unable to respond to the situation, and advocated that everyone should view Trump's tariffs with a cautious attitude. According to his analysis, not all of Taiwan's chips are exported to the U.S.; in fact, most chips are sold to China, where the export market share reaches 53.8%. Other major regions include Singapore at 11.7%, Japan at 8%, and Southeast Asia at about 18.5%.

He also mentioned that even if Trump does not impose a chip tax, Taiwan's chip export value only accounts for a small portion of total exports, which has limited impact on the overall economy. He ultimately concluded that the key issue is that Taiwan's four main production bases are all affected, including China, Thailand, Vietnam, and Mexico, and Taiwan may suffer a greater impact because other countries have started to propose various countermeasures.