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Commentary
Wall Street Journal

Taiwan Is the Key to AI Dominance

The island is much more than a bargaining chip. It’s the center of the world’s most important tech stack.

alexander_benard
alexander_benard
Adjunct Fellow
David Feith Hudson Institute
David Feith Hudson Institute
Senior Fellow
The Taiwan Semiconductor Manufacturing Company’s Fab 20, which specializes in the production of 2-nanometer advanced chips, in Hsinchu, Taiwan, on March 28, 2026. (Getty Images)
Caption
The Taiwan Semiconductor Manufacturing Company’s Fab 20, which specializes in the production of 2-nanometer advanced chips, in Hsinchu, Taiwan, on March 28, 2026. (Getty Images)

As President Trump prepares for his summit with Xi Jinping, Taiwan is often described as one more negotiable item in a crowded U.S.-China agenda that also includes tariffs, rare earths, Iran, fentanyl and export controls. That is a mistake.

Taiwan isn’t merely another file in the U.S.-China relationship. It has grown beyond even its traditional role as a lonely outpost for democracy and a vital test of American strategic credibility. Thanks to tech and market developments so recent that they were largely invisible during Mr. Trump’s first term, the island is now also the factory floor for U.S. leadership in artificial intelligence.

Read the full article in the Wall Street Journal.