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22 May 2026
1h 10m

The many lives of Taiwan

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Taiwan’s transformation from a rugged colonial frontier into the world’s indispensable semiconductor hub stems from a complex history of layered identities and state-directed industrialization. Shelley Rigger, a professor of East Asian politics, explains that the island’s trajectory—shaped by indigenous roots, Japanese modernization, and the arrival of the Nationalist government—created a unique environment for economic agility. Taiwan successfully pivoted from low-tech consumer goods to a sophisticated, integrated high-tech ecosystem, exemplified by TSMC’s “pure-play” foundry model. This success relies on a highly specialized workforce and deep industrial integration, making the island a critical node in the global economy. However, this interdependence creates a precarious geopolitical tension, as the PRC’s territorial claims clash with Taiwan’s established democratic identity, leaving the world vulnerable to the potential disruption of these essential supply chains.

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