TW-F-01: US-Taiwan Relations and the Evolution of Strategic Ambiguity (2016–2026)
Version Date: 2026-05-29
1. Key Takeaways
-
The US-Taiwan relationship rests on a deliberately layered and internally tensioned legal-policy architecture that no single document resolves: the three US-PRC Joint Communiqués (1972, 1979, 1982), the 1979 Taiwan Relations Act, and the Six Assurances of July 1982. The Communiqués are bilateral US-PRC understandings; the Taiwan Relations Act is binding US domestic law committing the US to make available defensive arms and to "maintain the capacity... to resist any resort to force"; the Six Assurances are unilateral US commitments to Taipei. The crucial analytical point — emphasised by Richard Bush and the Congressional Research Service alike — is that the US "One-China policy" (a US position acknowledging but not endorsing the PRC's claim, taking no position on Taiwan's ultimate status, and insisting only on peaceful resolution) is categorically distinct from Beijing's "One-China Principle" (the assertion that Taiwan is an inalienable part of the PRC). The 1972 Shanghai Communiqué's careful "acknowledges" formulation, not "recognises" or "accepts," is the textual hinge of the entire edifice and the basis on which Washington has sustained de facto support for Taipei while maintaining diplomatic relations with Beijing.
-
Strategic ambiguity — the studied US refusal to state in advance whether it would intervene militarily to defend Taiwan — was designed as a "dual deterrent": it discourages a PRC attack (Beijing cannot be confident the US will stay out) while simultaneously restraining Taipei from provocative moves toward formal independence (Taipei cannot be confident the US will come in). This is the central conceptual frame of the document. The 2016–2026 decade has placed sustained strain on the posture from three directions: a more militarily capable and politically assertive PRC under Xi Jinping; a Taiwan whose DPP governments under Tsai Ing-wen and Lai Ching-te Beijing regards as inherently separatist; and a US Congress and successive administrations that have eroded the "unofficial" character of the relationship through legislation, arms sales, and high-level contacts.
-
The December 2016 telephone call between President-elect Donald Trump and President Tsai Ing-wen — the first known direct contact between a US president or president-elect and a Taiwanese leader since 1979 — was the symbolic inflection point of the period. It signalled a Trump-1 willingness to treat the One-China policy as a bargaining chip (Trump's subsequent "I don't know why we have to be bound by a One-China policy unless we make a deal with China" remark) and inaugurated a four-year normalisation of US-Taiwan engagement: routinised arms sales (ending the practice of bundling notifications), the Taiwan Travel Act (2018), the TAIPEI Act (2020), the declassification of the Six Assurances, and the August 2020 Cabinet-level visit by Health and Human Services Secretary Alex Azar — the highest-ranking US official to visit Taiwan since 1979 at that time.
-
President Joseph Biden stated on at least four occasions (August 2021, October 2021, May 2022, September 2022) that the US would defend Taiwan militarily if attacked, each time followed by a White House or State Department clarification that "US policy has not changed." The recurring pattern — presidential statement, then official walk-back — became the defining ambiguity-management problem of the Biden era. Two readings compete: that Biden was deliberately practising a calibrated "strategic clarity by other means" (signalling resolve while preserving deniability), or that the statements were unscripted and the walk-backs revealed an administration committed to the inherited posture. The episode crystallised the scholarly debate over whether ambiguity remains viable.
-
The August 2022 visit of House Speaker Nancy Pelosi to Taipei — the highest-ranking US official visit since 1997 — triggered the largest PLA exercises around Taiwan in the post-1996 era (the "Joint Sword" / encirclement exercises) and reset the cross-Strait military baseline (covered in depth at TW-C-06). For US-Taiwan relations specifically, the visit exposed the executive-legislative fissure in US Taiwan policy: the Biden White House privately discouraged the trip while publicly defending the Speaker's right to travel, illustrating how congressional initiative repeatedly outpaces and constrains executive calibration.
-
The arms-sales relationship has shifted in doctrine from prestige platforms toward asymmetric "porcupine" packages, even as a large delivery backlog — widely reported at well over US$20 billion [TBD-VERIFY: backlog figures reported across roughly US$19–22 billion in 2023–2025 coverage] — became the dominant operational grievance. The conceptual convergence between US and Taiwanese strategists on asymmetric defence (the "porcupine strategy") is real, but slow deliveries (driven by US production constraints and Ukraine-war demand competition) and Taiwan's continued appetite for traditional platforms have produced a gap between doctrine and delivery. The operational detail is treated at TW-F-04; TW-F-01 frames the backlog as a political-credibility problem in the bilateral relationship.
-
The economic-technology dimension — anchored by TSMC's roughly 90 per cent share of advanced-node semiconductor production and the "silicon shield" thesis — became a central, and contested, pillar of the relationship. The 2022 CHIPS and Science Act, TSMC's Arizona investment, and the Biden-era "friend-shoring" agenda treated Taiwan's chip centrality as a shared strategic asset. The "silicon shield" thesis (that indispensability deters attack and guarantees US protection) is disputed by analysts who note it could equally incentivise a PRC seizure or a US hedging exit. The full treatment is at TW-D-03; TW-F-01 reads the technology dimension as the issue that most scrambles the strategic logic in the Trump-2 period.
-
The January 2024 election of Lai Ching-te — whom Beijing labels a "separatist" and "Taiwan-independence worker" — required a US calibration to support a democratically elected leader Beijing treats as illegitimate while discouraging any move Washington reads as status-quo-altering. Lai's self-description as a "pragmatic worker for Taiwan independence" (a 2017 formulation) has made the US reassurance-and-restraint balancing act more delicate than under the more cautious Tsai.
-
The second Trump administration (from January 2025) introduced a qualitatively new uncertainty: transactional rhetoric framing Taiwan as a defence free-rider ("Taiwan should pay us for defence"), the "Taiwan stole our chip business" framing, and chip-tariff pressure — raising the abandonment-fear-versus-burden-sharing-normalisation debate to its sharpest post-1979 pitch. Whether Trump-2 represents a genuine abandonment risk, a hard-bargaining burden-sharing demand consistent with continuity through Congress and the chip stakes, or a negotiating posture toward Beijing remains the open question that frames the document's third three-account analysis.
-
The scholarly debate between strategic ambiguity and strategic clarity — joined sharply by Richard Haass and David Sacks (clarity) against Bonnie Glaser, Jessica Chen Weiss, Thomas Christensen, and Richard Bush (the dual-deterrence defenders), with a third school arguing the debate is largely moot given de facto commitments — is the document's organising intellectual axis. The clarity camp holds that ambiguity no longer deters a confident PRC and should be replaced by an explicit commitment; the dual-deterrence camp holds that clarity would remove the restraint on Taipei, provoke Beijing, and trade a manageable risk for a worse one; the "moot" school holds that decades of arms sales, legislation, and presidential statements have already produced a commitment dense enough that the formal posture is secondary.
-
Beijing's framing must be stated on its own terms: from the PRC vantage, Taiwan is a domestic matter, the Taiwan question is "China's internal affair" in which no foreign state has standing to intervene, and the entire arc of post-2016 US engagement constitutes a serial violation of the Three Communiqués and the One-China Principle that "hollows out" the basis of US-PRC relations. This document gives that framing fairly alongside Taipei's democratic-self-determination framing and Washington's status-quo-preservation framing, treating the Taiwan question itself as the subject of three irreducibly competing accounts rather than adjudicating among them.
2. The Legal-Policy Architecture: Communiqués, the Taiwan Relations Act, the Six Assurances, and the One-China Distinction
The US-Taiwan relationship is unusual among major bilateral relationships in that it has no diplomatic recognition, no defence treaty, and no formal alliance — and is governed instead by a stacked set of instruments of unequal legal character, deliberately left in productive tension. Understanding the 2016–2026 strains requires first understanding the architecture they strain against.
The Three Communiqués. The Shanghai Communiqué of 28 February 1972, issued at the close of President Richard Nixon's visit to the People's Republic, contains the founding formula on which the entire subsequent edifice balances: "The United States acknowledges that all Chinese on either side of the Taiwan Strait maintain there is but one China and that Taiwan is a part of China. The United States Government does not challenge that position." The choice of "acknowledges" — rather than "recognises," "accepts," or "endorses" — was the product of careful drafting and is the textual hinge of US Taiwan policy. It records that Chinese on both sides held a one-China view in 1972; it does not commit the US to that view. The Normalisation Communiqué of 1 January 1979 went further, "recogniz[ing] the Government of the People's Republic of China as the sole legal Government of China" and "acknowledg[ing] the Chinese position that there is but one China and Taiwan is part of China." The August 1982 Communiqué of 17 August 1982, negotiated under President Ronald Reagan to manage PRC objections to continued arms sales, contained the most operationally consequential — and contested — language: the US stated that it "does not seek to carry out a long-term policy of arms sales to Taiwan, that its arms sales to Taiwan will not exceed, either in qualitative or in quantitative terms, the level of those supplied in recent years," and that it intended "gradually to reduce its sale of arms to Taiwan, leading, over a period of time, to a final resolution."
Beijing reads the 1982 Communiqué as a binding US commitment to a declining and eventually terminated arms-sales relationship. Washington has read it, since Reagan, as conditional on a peaceful PRC posture toward Taiwan — a conditionality recorded contemporaneously in an internal Reagan memorandum (declassified in 2019) and in the Six Assurances. This interpretive gap has never closed and structures every subsequent arms-sale dispute.
The Taiwan Relations Act. Where the Communiqués are US-PRC understandings of contested legal force, the Taiwan Relations Act (TRA) of 10 April 1979 (Public Law 96-8) is binding US domestic law, enacted by Congress after the Carter administration's normalisation and reflecting congressional insistence on a durable statutory basis for the relationship. Its core provisions are precise and have framed US policy for four-and-a-half decades. Section 2(b) declares it US policy "to consider any effort to determine the future of Taiwan by other than peaceful means, including by boycotts or embargoes, a threat to the peace and security of the Western Pacific area and of grave concern to the United States." Section 3 commits the US to "make available to Taiwan such defense articles and defense services in such quantity as may be necessary to enable Taiwan to maintain a sufficient self-defense capability," with the President and Congress to determine the nature and quantity "based solely upon their judgment of the needs of Taiwan." Crucially, the TRA does not commit the US to defend Taiwan; it commits the US to maintain its own capacity "to resist any resort to force or other forms of coercion that would jeopardize the security... of the people on Taiwan." The decision to intervene is left to the constitutional process — and it is precisely this statutory silence on the intervention question that the strategic-ambiguity posture occupies. The Act also created the American Institute in Taiwan (AIT), the nominally private corporation that conducts de facto diplomatic relations, and provided that the absence of recognition would not affect Taiwan's treatment under US law.
The Six Assurances. Contemporaneous with the 1982 Communiqué negotiation, the Reagan administration conveyed to Taipei in July 1982 six points clarifying that the Communiqué would not be read to Taiwan's disadvantage: the US had not agreed to set a date for ending arms sales; had not agreed to consult Beijing on arms sales; would not mediate between Taipei and Beijing; had not agreed to revise the Taiwan Relations Act; had not altered its position on Taiwan's sovereignty; and would not pressure Taiwan to negotiate with Beijing. The Six Assurances remained quasi-private for decades, periodically reaffirmed; the Trump-1 period saw their formal declassification and elevation, with Congress passing a resolution affirming both the TRA and the Six Assurances as cornerstones of US-Taiwan relations [TBD-VERIFY exact resolution citation and date]. AIT's 2020 publication of the relevant cables marked the assurances' move from background understanding to foreground policy instrument.
The One-China policy versus the One-China Principle. The single most important analytical distinction in the relationship — repeatedly stressed by Bush and by the Congressional Research Service — is that the US "One-China policy" and Beijing's One-China Principle are not the same thing. Beijing's Yige Zhongguo Yuanze (一个中国原则) holds that there is one China, that the PRC government is its sole legal representative, and that Taiwan is an inalienable part of that China — a sovereignty claim. The US One-China policy is a composite of the three Communiqués, the TRA, and the Six Assurances; it acknowledges Beijing's position without endorsing it, takes no position on Taiwan's ultimate sovereign status, opposes unilateral changes to the status quo by either side, and insists only that any resolution be peaceful and have the assent of Taiwan's people. Washington's policy is thus agnostic on the outcome and committed on the process; Beijing's principle is committed on the outcome. The persistent PRC rhetorical move is to collapse the two — to treat US "One-China policy" affirmations as endorsements of the One-China Principle — and the persistent US counter-move is to insist on the distinction. The 2016–2026 decade is in large part a story of the pressure this distinction sustained as engagement deepened.
The pre-2016 origins of the ambiguity posture. The phrase "strategic ambiguity" is a relatively recent label for a posture as old as the post-1979 relationship, and its content shifted across the decades preceding the period covered here. In the immediate post-normalisation years, ambiguity functioned chiefly to manage the contradiction between recognising Beijing and continuing to arm and protect Taipei. The 1995–1996 Third Taiwan Strait Crisis — when the PLA conducted missile launches near Taiwan ahead of the 1996 presidential election and the Clinton administration dispatched two carrier strike groups to the region — was the modern test of the posture: the US demonstrated will without a prior formal commitment, and the episode is often cited by ambiguity's defenders as proof that capability and demonstrated resolve, not declaratory pledges, do the deterrent work. The early-2000s Chen Shui-bian period sharpened the dual character of the deterrent: the George W. Bush administration, having declared in April 2001 that the US would do "whatever it took" to help Taiwan defend itself, found itself by 2003–2004 publicly restraining Chen from independence-leaning referendums and constitutional moves, with Bush stating in December 2003 that the US opposed unilateral changes to the status quo "by either China or Taiwan" — the canonical articulation of the restraint-on-Taipei half of the dual deterrent. The Ma Ying-jeou period (2008–2016), by contrast, saw cross-Strait rapprochement reduce the salience of the deterrence question altogether. The 2016–2026 decade thus opened with an ambiguity posture that had already proved adaptable across crisis, restraint, and détente — and which would now be tested by the simultaneous intensification of all three pressures it was designed to manage.
3. The Trump-1 Inflection: The December 2016 Telephone Call and the Normalisation of Engagement
The decade's defining symbolic break came before President Trump took office. On 2 December 2016, President-elect Trump accepted a congratulatory telephone call from President Tsai Ing-wen — the first known direct contact between an incoming or sitting US president and a leader of Taiwan since the 1979 severance of diplomatic relations. Tsai's office released a readout describing a discussion of economic, political, and security ties; the Trump transition team confirmed the call. The reaction in Washington's foreign-policy establishment was immediate alarm at a perceived breach of nearly four decades of protocol; Beijing lodged a formal complaint while initially attributing the episode to Taiwanese manoeuvring rather than a considered US shift.
Trump then made the break explicit. In a 11 December 2016 Fox News interview, he questioned why the US should "be bound by a One-China policy unless we make a deal with China having to do with other things, including trade." The remark treated the foundational premise of US-PRC relations as a negotiable asset — a framing without precedent in the post-1979 era and one that alarmed Taipei nearly as much as Beijing, since it implied Taiwan might be a bargaining chip rather than a principle. The episode was substantially walked back in a February 2017 Trump-Xi Jinping telephone call, in which Trump agreed to honour the One-China policy "at the request of President Xi." The net effect was paradoxical: the most dramatic rhetorical departure from the One-China framework in forty years, followed by a reaffirmation that left the formal policy intact but the relationship's sense of fixedness diminished.
What endured from the Trump-1 period was less the rhetoric than the institutional normalisation of US-Taiwan engagement, much of it congressionally driven and bipartisan. Three legislative and procedural developments stand out.
The Taiwan Travel Act (2018). Enacted 16 March 2018 (Public Law 115-135) — and notably allowed to become law without the President's signature, having passed both chambers unanimously — the Act expressed the sense of Congress that the US should permit officials "at all levels" to travel to Taiwan to meet their counterparts, and reciprocally permit senior Taiwanese officials to enter the US under dignified conditions. The Act did not mandate such travel but removed the self-imposed restraint that had limited high-level contact. Its most consequential application came in August 2020, when Health and Human Services Secretary Alex Azar visited Taipei — the highest-ranking US Cabinet official to visit since 1979 at that point — followed in September 2020 by Under Secretary of State Keith Krach. Beijing responded to each with denunciations and PLA air activity near Taiwan, establishing the pattern by which high-level US contact would be met with calibrated military signalling.
The TAIPEI Act (2020). The Taiwan Allies International Protection and Enhancement Initiative Act of 2019, enacted 26 March 2020 (Public Law 116-135), responded to Beijing's success in peeling away Taiwan's remaining diplomatic partners (the Tsai era saw the number of states recognising the ROC fall as Panama, the Dominican Republic, El Salvador, the Solomon Islands, Kiribati and others switched recognition to Beijing). The Act directed the executive to support Taiwan's diplomatic relationships and its participation in international organisations, and authorised consideration of adjustments to US engagement with states that undermined Taiwan's security or prosperity. Like the Travel Act, it was hortatory rather than mandatory, but it signalled a bipartisan congressional intent to contest Beijing's diplomatic-isolation campaign rather than treat it as a settled fact.
Arms-sales normalisation. The most operationally significant Trump-1 shift was procedural: the abandonment of the prior practice — institutionalised under the Obama administration — of bundling arms-sale notifications into infrequent large packages timed to minimise PRC reaction. The Trump administration moved to a "normalised" cadence of routine, individually notified sales treated as ordinary foreign military sales. Between 2017 and the end of the first Trump term, the administration notified a series of major packages, including the August 2019 F-16V Block 70/72 sale (66 aircraft, approximately US$8 billion) and the autumn 2020 cluster (HIMARS, SLAM-ER, MS-110 reconnaissance pods, Harpoon coastal-defence systems, and MQ-9B drones). The operational and force-structure significance of these packages is treated at TW-F-04; for the diplomatic relationship, the shift mattered because it recast arms sales from exceptional events requiring PRC-reaction management into routine transactions — a normalisation that itself eroded the 1982 Communiqué's "gradual reduction" premise in practice if not in stated policy.
The Trump-1 period thus bequeathed to its successors a relationship that was simultaneously closer in substance and looser in its sense of inviolable principle. The instruments — Travel Act, TAIPEI Act, normalised sales, declassified Six Assurances — were largely the product of a bipartisan congressional consensus that would persist across the change of administration, while the transactional framing of the One-China policy as negotiable would resurface, in sharper form, in the second Trump term.
4. The Biden-Era Deepening: The "We Would Defend Taiwan" Statements, the Walk-Backs, and the Unofficial-Visit Cadence
The Biden administration (January 2021 – January 2025) inherited and largely sustained the Trump-1 institutional normalisation while folding Taiwan into a broader, alliance-centred China strategy. The administration's stated posture was orthodox: support for the One-China policy as defined by the TRA, the Three Communiqués, and the Six Assurances; opposition to unilateral changes to the status quo by either side; and a deepening of unofficial ties. In practice, the Biden era is remembered for the recurring gap between presidential statements and official policy on the single most ambiguity-defining question — whether the US would fight for Taiwan.
The four-plus statements. On at least four occasions, President Biden stated that the US would defend Taiwan if it were attacked. In an August 2021 ABC News interview, in the context of the Afghanistan withdrawal, he grouped Taiwan with NATO allies, Japan, and South Korea as commitments the US would honour. In an October 2021 CNN town hall, asked directly whether the US would come to Taiwan's defence, he answered "Yes, we have a commitment to do that." At a May 2022 press conference in Tokyo alongside Japanese Prime Minister Kishida Fumio, asked whether he was willing to get involved militarily to defend Taiwan, he said "Yes... That's the commitment we made." And in a September 2022 60 Minutes interview, he affirmed that US forces would defend Taiwan "if in fact there was an unprecedented attack." On each occasion, White House or State Department officials clarified within hours that "US policy has not changed" and that the President's words did not reflect a shift away from the long-standing posture.
The pattern admits two readings, which the document holds in tension. The first is that Biden — drawing on decades of personal engagement with the issue as a senator and vice-president — was deliberately practising a form of "clarity by accretion," using presidential statements to communicate resolve to Beijing while preserving formal deniability through the walk-backs, thereby capturing some deterrent benefit of clarity without the formal commitment. The second is that the statements were unscripted expressions of personal conviction that genuinely outran the institutional policy, and that the consistency of the walk-backs revealed an administration firmly committed to the inherited ambiguity. Bonnie Glaser and others cautioned that whichever reading was correct, the cumulative effect risked the worst of both worlds — emboldening Taipei, antagonising Beijing, and confusing US allies — without the reciprocal benefits a deliberate and coherent shift to clarity might bring. The episode became the central exhibit in the ambiguity-versus-clarity debate analysed in Section 9.
The unofficial-visit cadence and congressional engagement. The Biden era saw a sustained tempo of congressional and sub-Cabinet contact. Congressional delegations to Taipei became routine across both parties; the administration sent former officials and serving sub-Cabinet figures; and Taiwanese leaders' US "transits" — stopovers framed as private and unofficial to avoid the appearance of state visits — became occasions for high-profile meetings. The most consequential such transit came in April 2023, when President Tsai met House Speaker Kevin McCarthy in California — a meeting designed in part to substitute for a more provocative Speaker visit to Taipei, and which nonetheless drew a PLA exercise response (the April 2023 Joint Sword; see TW-F-04). The transit-meeting device illustrated the Biden-era management technique: channelling congressional and Taiwanese desire for high-profile contact into formats calibrated to limit PRC escalation.
The Pelosi visit and the executive-legislative fissure. The signal event of the period was the August 2022 visit of House Speaker Nancy Pelosi to Taipei — the highest-ranking US official to visit since Speaker Newt Gingrich in 1997. The visit is treated in depth at TW-C-06; its significance for the bilateral diplomatic relationship lies in what it revealed about the structure of US Taiwan policy. The Biden White House privately signalled unease — the President publicly remarked that "the military thinks it's not a good idea right now" — while defending the Speaker's constitutional independence to travel. The episode laid bare the recurring feature of US Taiwan policy: congressional initiative repeatedly runs ahead of executive calibration, and the executive cannot easily restrain it. Beijing read the visit as US connivance in a coordinated provocation, rejecting the US separation-of-powers explanation as a pretext, and responded with the largest exercises around Taiwan since 1996, firing ballistic missiles over the island and suspending the Taiwan Strait median line. For US-Taiwan relations, the lasting consequence was twofold: a demonstration that the relationship's deepening was being driven substantially by Congress rather than by a controlled executive strategy, and the establishment of a new, more coercive PRC military baseline against which all subsequent US-Taiwan contact would be measured.
5. Arms Sales, the Delivery Backlog, and the Asymmetric "Porcupine" Shift
Arms sales are the most tangible expression of the US-Taiwan security relationship and the most direct point of friction with Beijing, which treats each notification as a violation of the August 1982 Communiqué. Across 2016–2026 the arms-sales relationship evolved along two axes: a doctrinal shift in what is sold, and a deepening political problem in when it arrives.
The doctrinal shift toward asymmetry. Through the 2000s and early 2010s, US-Taiwan arms transfers centred on what defence analysts call "prestige platforms" — advanced fighter aircraft, main battle tanks, surface combatants — capabilities suited to a symmetric force-on-force contest that the cross-Strait military balance had already rendered unwinnable for Taipei (the balance is treated at TW-F-04). From roughly 2017, US and Taiwanese strategists converged, at least rhetorically, on the "porcupine strategy" or asymmetric-defence concept: rather than matching the PLA platform-for-platform, Taiwan should field large numbers of small, mobile, survivable, lethal systems — anti-ship cruise missiles, man-portable air-defence missiles (MANPADS), sea mines, loitering munitions, and mobile coastal-defence batteries — designed to make an amphibious invasion prohibitively costly. The US articulated this most clearly in the Biden era, with officials publicly urging Taipei to prioritise asymmetric capabilities over big-ticket platforms, and the Foreign Military Sales pipeline increasingly reflected the shift: Harpoon coastal-defence systems, HIMARS, Stinger MANPADS, and similar packages. The full force-structure analysis — including the persistent tension between this US-favoured asymmetric prescription and Taiwan's continued institutional appetite for prestige platforms (the F-16V, the M1A2T Abrams, the indigenous submarine programme) — is treated at TW-F-04. For the diplomatic relationship, the relevant point is that the US-Taiwan strategic dialogue increasingly took the form of US pressure on Taipei to buy "the right things," a dynamic that fed directly into the Trump-2 burden-sharing rhetoric.
The delivery backlog. The dominant operational grievance of the early 2020s was not what the US agreed to sell but what it failed to deliver. By 2022–2023, a substantial backlog of approved-but-undelivered arms had accumulated — figures widely reported in the range of US$19 billion to over US$22 billion [TBD-VERIFY: the backlog figure is reported variously across roughly US$19 billion and US$22 billion in 2023–2025 coverage, depending on which cases and years are counted]. The causes were structural rather than political: US defence-industrial-base production constraints, the diversion of munitions production capacity to Ukraine after February 2022, and the long lead times inherent in major platforms. The backlog became a credibility problem in the bilateral relationship: it allowed sceptics in Taipei to question US reliability, allowed critics in Washington to question whether the US was matching its rhetoric with delivery, and gave Beijing a talking point about the hollowness of US commitments. The Biden administration responded with measures to accelerate delivery, including, for the first time, the use of Presidential Drawdown Authority (PDA) — the mechanism, previously used for Ukraine, of transferring weapons directly from existing US military stocks rather than through the years-long FMS procurement cycle — with a first Taiwan-bound PDA package announced in 2023 [TBD-VERIFY exact 2023 PDA package value and contents], alongside Foreign Military Financing grants. The operational significance of these mechanisms is detailed at TW-F-04; for the relationship, they marked a qualitative deepening — the US treating Taiwan, for the first time, with instruments previously reserved for treaty allies and active war partners.
The mechanics and the congressional role. The arms-sales relationship runs primarily through the Foreign Military Sales (FMS) process: Taipei submits requests via the American Institute in Taiwan, the executive branch (the Defense Security Cooperation Agency, in coordination with the State and Defense Departments) reviews and approves them, and major cases are formally notified to Congress, which may but rarely does move to block them. The process gives Congress a structural role in the relationship that the executive cannot wholly control — the same feature, visible in the Travel Act and the Pelosi visit, that recurs across the relationship. Across 2016–2026, the FMS pipeline was supplemented by Foreign Military Financing (grant funding for purchases), Presidential Drawdown Authority (direct transfers from US stocks), and Direct Commercial Sales (Taipei purchasing directly from US manufacturers). The diversification of mechanisms — from a single FMS channel to a suite of instruments more typical of treaty allies — was itself a marker of the relationship's deepening, and it complicated Beijing's effort to frame the relationship as a discrete series of "arms sales" violating the 1982 Communiqué rather than a standing security partnership.
Beijing's response and the sanctions architecture. Beijing's response to the arms-sales tempo escalated across the decade from diplomatic protest to targeted sanctions. The PRC announced sanctions on US defence firms involved in Taiwan sales (Lockheed Martin, Raytheon, and others), and after the Pelosi visit suspended several channels of US-PRC military and climate dialogue. Each major notification was met with a Ministry of Foreign Affairs denunciation invoking the Communiqués and the One-China Principle and demanding the US "stop arming Taiwan." From Beijing's vantage, the arms-sales relationship is the clearest evidence that the US has abandoned the 1982 Communiqué's "gradual reduction" commitment in favour of an open-ended military relationship with what it regards as a Chinese province — a serial breach of the foundational understanding of US-PRC normalisation.
6. The Economic and Technology Dimension: CHIPS, the "Silicon Shield", and TSMC Arizona
The 2016–2026 decade saw the economic and technological dimension move from the periphery to the centre of the US-Taiwan relationship, driven by the convergence of the US-China technology competition and Taiwan's commanding position in advanced semiconductor manufacturing. Taiwan Semiconductor Manufacturing Company (TSMC) produces the overwhelming majority of the world's most advanced logic chips — on the order of 90 per cent of sub-7-nanometre production — making Taiwan a chokepoint in the global technology economy and, by extension, in the US-China contest for technological primacy. The full treatment of this track is at TW-D-03; this section situates it within the diplomatic relationship.
The "silicon shield" thesis. The "silicon shield" framing holds that Taiwan's indispensability to global semiconductor supply functions as a form of deterrence: a PRC attack that destroyed or disrupted TSMC's fabs would inflict catastrophic damage on the world economy — including China's own — and the US and other powers would be compelled to defend Taiwan to protect the supply they depend on. The thesis is genuinely contested. Critics note that it cuts both ways: the same indispensability could incentivise a PRC seizure of an intact TSMC, or could give the US an interest in relocating advanced production away from Taiwan (reducing the very dependence that supposedly guarantees protection), thereby eroding the shield over time. Some analysts argue the shield is real but declining; others that it was always more rhetoric than deterrent. The contestation is itself the subject of a Taiwan-domestic block document (the "silicon shield" framing contestation); for US-Taiwan relations, the thesis matters because it became a load-bearing element of the case that the US has an existential stake in Taiwan's security beyond the abstract value of a fellow democracy.
CHIPS, friend-shoring, and TSMC Arizona. The Biden administration's response to the semiconductor dependence was the CHIPS and Science Act of 2022 (signed 9 August 2022, the same week as the Pelosi visit and the consequent PLA exercises), which provided tens of billions of dollars in subsidies to bring advanced chip manufacturing onshore. TSMC's commitment to build fabrication facilities in Arizona — announced and progressively expanded across 2020–2024 — became the flagship of this "friend-shoring" agenda. From the US perspective, onshoring advanced production reduced a dangerous dependence on a vulnerable island. From a Taiwanese perspective, the Arizona investment was double-edged: it deepened the US-Taiwan economic relationship and demonstrated TSMC's value to Washington, but it also fed the domestic Taiwanese anxiety — voiced across the political spectrum — that the US ultimately sought to extract Taiwan's "magic" (the colloquial Taiwanese term for the semiconductor edge), potentially hollowing out the silicon shield and reducing the US stake in defending the island. This anxiety, latent in the Biden years, would be inflamed by the Trump-2 chip rhetoric.
The economic relationship beyond chips. The broader US-Taiwan economic relationship deepened in parallel. The two sides launched the U.S.-Taiwan Initiative on 21st-Century Trade in 2022, concluding a first-tranche agreement in 2023 — a framework deliberately structured to avoid the "free trade agreement" label that would trigger maximal PRC objection while delivering trade-facilitation substance. Taiwan was excluded from the Indo-Pacific Economic Framework (IPEF) at its 2022 launch, a decision widely read as a concession to PRC sensitivities and a source of disappointment in Taipei. The economic track thus reproduced the relationship's defining feature: substantive deepening conducted through formats engineered to preserve deniability about its official character.
7. The 2024 Election, Lai Ching-te, and the US Calibration
The January 2024 election (treated at TW-A-01 and TW-D-02) produced an outcome that complicated the US calibration: the election of Lai Ching-te (William Lai) of the DPP — giving the party an unprecedented third consecutive presidential term — alongside the loss of the DPP's legislative majority to a KMT-TPP bloc. For US-Taiwan relations, the central new variable was Lai himself.
Lai and the "separatist" label. Beijing regards Lai as the most independence-leaning leader Taiwan has elected. The label derives substantially from Lai's own 2017 self-description, while serving as premier, as a "pragmatic worker for Taiwan independence" (務實的台獨工作者) — a formulation Beijing has cited repeatedly as proof of his fundamental separatism, and which the PRC Taiwan Affairs Office invoked in characterising his pronouncements. Lai's actual presidential posture has been more cautious than the label implies: his inaugural and subsequent addresses largely reaffirmed the Tsai-era status-quo framework, declining to declare independence while also declining to accept Beijing's "one China" terms, and emphasising that the Republic of China and the PRC are "not subordinate to each other." Beijing nonetheless treated his 20 May 2024 inaugural as containing "separatist" content and responded with the Joint Sword 2024A exercises (23–24 May 2024), repeating the pattern after his 10 October 2024 National Day address with Joint Sword 2024B (14 October 2024). These episodes are detailed at TW-D-02 and TW-F-04.
The US calibration challenge. Lai's profile sharpened the perennial US balancing act between reassurance (supporting a democratically elected leader and deterring PRC coercion) and restraint (discouraging any Taiwanese move Washington would read as a unilateral status-quo change). Under the more cautious Tsai, the restraint half of the equation had largely managed itself; with Lai, US officials reportedly engaged in closer pre-coordination of major speeches and signalling, and the Biden administration's congratulatory statements on his election were studiedly measured, reaffirming the unchanged One-China policy and opposition to unilateral changes by either side — the "either side" formulation doing the work of signalling restraint toward Taipei as much as deterrence toward Beijing. The Biden administration also dispatched an unofficial delegation of former senior officials to Taipei after the election, the by-now standard device for conveying support through deniable channels. The handover to the Lai administration thus occurred under a US posture of continuity-with-heightened-management: the substance of support sustained, the calibration of restraint tightened, in anticipation of a leader Beijing was primed to treat as a provocateur.
The Hsiao Bi-khim dimension. A distinctive asset in the Lai administration's US calibration was Vice-President Hsiao Bi-khim (蕭美琴), who had served as Taipei's de facto ambassador to Washington (Representative to the United States) from 2020 to 2023 and was, during that tenure, among the most effective Taiwanese interlocutors with the US Congress and executive branch. Beijing sanctioned Hsiao twice, naming her among a small group of "diehard separatists," a designation Taipei wore as a mark of her effectiveness. Her elevation to the vice-presidency placed at the apex of the Lai administration a figure with deep, personal Washington relationships — an advantage in managing the Trump-2 transition, even as Beijing treated the Lai-Hsiao ticket as the most separatist pairing Taiwan had produced. Hsiao's profile illustrated the relationship's reliance on dense personal and institutional ties operating beneath the level of formal diplomacy, the same sub-official channel through which the entire relationship is conducted.
The transition to Trump-2. Lai's first eight months in office overlapped with the Biden administration; his presidency then collided, in January 2025, with the return of Donald Trump and a qualitatively different US posture. The Lai administration's management of that transition — the budget, tariff, and defence-spending negotiations — is treated from the Taiwan-domestic vantage at TW-D-02 and TW-D-03; the US-side framing is the subject of Section 8.
8. The Trump-2 Era: Transactional Rhetoric, Chip Tariffs, and the Abandonment-versus-Burden-Sharing Debate
The second Trump administration, from January 2025, introduced into the US-Taiwan relationship a register of uncertainty without close post-1979 precedent. Where Trump-1 had normalised engagement even as it treated the One-China policy rhetorically as negotiable, Trump-2 brought a transactional framing that called into question the premises of the relationship itself, and did so against the backdrop of a Lai administration already managing a hostile legislature and a coercive Beijing.
The "Taiwan should pay" framing. During the 2024 campaign and into his second term, Trump articulated a view of Taiwan as a defence free-rider. In a July 2024 Bloomberg Businessweek interview he stated that Taiwan "should pay us for defense" and likened the US role to that of "an insurance company," while observing that Taiwan was distant ("9,500 miles away") and China close. The framing recurred after his inauguration, and was operationalised in pressure for Taiwan to raise defence spending dramatically — toward 3 per cent of GDP and, in some Trump-administration formulations, as high as 5 per cent or even 10 per cent of GDP, far above Taiwan's roughly 2.5 per cent baseline. The defence-spending demand and its interaction with Taiwan's domestic budget politics are detailed at TW-F-04 and TW-D-02.
The "stole our chip business" framing and chip tariffs. Trump paired the defence demand with a hostile framing of Taiwan's semiconductor centrality. He repeatedly asserted that Taiwan had "stolen" the US chip industry and pressed for the relocation of production to the US, backed by the threat of tariffs on semiconductors and on Taiwanese goods generally under the post-April 2025 reciprocal-tariff framework. This recast the silicon shield from a shared strategic asset (the Biden framing) into a grievance to be redressed — and inflamed the long-standing Taiwanese anxiety that the US ultimate interest lay in extracting the semiconductor edge rather than defending the island that holds it. TSMC's response, including expanded US-investment announcements in 2025, is treated at TW-D-03.
The three competing readings. The Trump-2 posture sustains three irreconcilable interpretations, which the document holds in tension rather than adjudicating.
The first is the transactional-abandonment-risk reading: that Trump's instincts are genuinely transactional, that he views Taiwan as a low-priority, high-risk commitment distant from US shores, that he might trade Taiwan's interests in a "grand bargain" with Xi Jinping, and that his contempt for alliances and treaty commitments makes the implicit US security guarantee less credible than at any time since 1979. On this reading, the gravest threat to Taiwan's security is no longer Beijing's capability but Washington's reliability.
The second is the continuity-through-Congress-and-tech-stakes reading: that whatever the President's rhetoric, the structural drivers of the relationship — a bipartisan congressional consensus expressed in the TRA, the Travel Act, the TAIPEI Act, and an unbroken stream of pro-Taiwan legislation; an intense US strategic interest in denying the PLA control of the first island chain; and an existential US stake in semiconductor supply — constrain any President from genuine abandonment. On this reading, Trump-2 arms sales continued, congressional support held, and the rhetoric was bluster atop a structurally durable commitment.
The third is the burden-sharing-normalisation reading: that Trump's demands, stripped of their abrasive packaging, are a sharper version of a bipartisan US position urging Taiwan to spend more and field the right (asymmetric) capabilities — and that the Lai administration's move toward higher defence spending (the proposed FY2026 budget toward 3.3 per cent of GDP; see TW-F-04) represents not capitulation to a threat but accommodation to a reasonable, if rudely expressed, expectation that frontline democracies invest seriously in their own defence. On this reading, Trump-2 is less a rupture than an acceleration of a trend the Biden administration had already begun.
The evidence through May 2026 is genuinely mixed and supports no clean verdict. Arms transfers and working-level defence cooperation continued; congressional support remained robust; yet the President's personal signalling introduced a discount on US credibility that Beijing could exploit and Taipei had to hedge against. The document records the three readings as live and unresolved.
9. The Strategic-Ambiguity-versus-Strategic-Clarity Debate
The intellectual axis of the entire 2016–2026 period is the debate over whether the US should abandon strategic ambiguity for strategic clarity — an explicit, advance commitment to defend Taiwan. The debate divides into three identifiable schools, presented here on their own terms.
The clarity case (Haass-Sacks). The canonical statement is Richard Haass and David Sacks's September 2020 Foreign Affairs essay, "American Support for Taiwan Must Be Unambiguous," elaborated in their June 2021 Council on Foreign Relations Council Special Report. Their argument is that ambiguity was a product of a specific era — one in which the cross-Strait military balance favoured Taiwan and the US, and in which the principal risk was Taiwanese provocation. Those conditions have inverted: the PLA has achieved a decisive local capability, and Xi Jinping has made reunification a defining objective with a stated readiness timeline. In this environment, they argue, ambiguity no longer deters; a confident Beijing may conclude the US will not intervene, and miscalculate into war. The remedy is for the US to state explicitly that it would respond to any unprovoked PRC use of force against Taiwan — converting the latent commitment into a manifest deterrent. To preserve the dual character, they pair clarity toward Beijing with a continued US insistence that it would not support a Taiwanese declaration of independence, so that the commitment is conditioned on Taiwan not provoking.
The dual-deterrence defence (Glaser, Weiss, Christensen, Bush, Hass). The principal rebuttal came from Bonnie Glaser, Jessica Chen Weiss, and Thomas Christensen, and from Richard Bush and Ryan Hass at Brookings. Their argument is that ambiguity was never solely about deterring Beijing; it was always a dual deterrent, simultaneously restraining Taipei from independence-leaning provocations that could trigger a war. A formal clarity commitment, they argue, would remove that restraint — emboldening Taipei, undercutting the US ability to discipline Taiwanese behaviour — while simultaneously handing Beijing the casus belli of an explicit US alliance with what it regards as its own territory, potentially accelerating rather than deterring conflict. They further contend that the deterrent value of clarity is overstated: deterrence rests on capability and demonstrated will, not on a verbal formula, and the US can and should strengthen deterrence through military posture, allied coordination, and arms sales without the destabilising step of a formal pledge. Bush's framing — developed across Untying the Knot (2005) and Difficult Choices (2021) — stresses that the relationship's stability has rested precisely on the studied imprecision that lets each party preserve its core position, and that clarity would force a confrontation the ambiguity is designed to defer. Glaser, Weiss, and Christensen's later "Dilemmas of Deterrence" (2023) catalogued the trade-offs in any deterrence strategy, warning that pure reassurance and pure deterrence are both destabilising and that the US must hold both in balance — a balance ambiguity is purpose-built to strike.
The "debate is moot" school. A third position holds that the formal-posture debate is substantially beside the point. On this view, decades of arms sales, the TRA's statutory commitments, the dense network of pro-Taiwan legislation, the repeated presidential statements (Biden's four-plus), and the sheer strategic stakes have already produced a de facto commitment so thick that whether the US uses the word "ambiguity" or "clarity" changes little: Beijing must already plan on the strong possibility of US intervention, and Taipei must already plan on the possibility of US restraint. The genuine determinants of deterrence — the military balance, US force posture in the western Pacific, the credibility of US resolve as demonstrated by behaviour — operate independently of the declaratory formula. On this account, the energy spent on the ambiguity-clarity debate is better spent on capabilities and posture.
The Biden-era "statement-then-walk-back" pattern (Section 4) sits at the heart of the debate as a kind of natural experiment: it produced a partial, deniable clarity without a formal policy change, and analysts in each school read it as vindication — the clarity camp seeing useful signalling, the dual-deterrence camp seeing destabilising incoherence, the moot camp seeing confirmation that the formula matters less than the underlying commitment. The Trump-2 era then scrambled the debate further by raising the opposite question — not whether to make the commitment explicit, but whether the implicit commitment could be relied upon at all. The debate over how much to promise gave way, at least in part, to a debate over whether existing promises would be kept.
10. The Taiwan Question Itself: Three Framings
Underlying every dispute in the US-Taiwan-China triangle is the unresolved status of Taiwan, on which three framings compete. The document states each on its own terms, without adjudicating among them, in keeping with the corpus's non-Western-default discipline.
Beijing's sovereignty framing. From the PRC vantage, the Taiwan question is unambiguous and non-negotiable: there is one China, of which Taiwan is an inalienable part, and the government of the PRC is its sole legal representative. The "reunification" of Taiwan with the mainland is the completion of the national rejuvenation that is the Chinese Communist Party's central historical mission; it is, in the standard formulation, "China's internal affair," in which no foreign state has any standing to intervene. On this framing, US arms sales, official contacts, and any movement toward treating Taiwan as a distinct international actor are gross interferences in Chinese sovereignty and violations of the commitments the US made in the Three Communiqués at normalisation. The post-2016 trajectory of US engagement is, from Beijing, a deliberate "hollowing out" of the One-China policy, a salami-slicing toward de facto recognition that, if unchecked, would foreclose peaceful reunification and justify the use of force the PRC's Anti-Secession Law (2005) already authorises. Beijing's preference is explicitly for peaceful reunification on a "one country, two systems" basis, but it has consistently reserved the right to use force, framing that reservation not as aggression but as the defence of territorial integrity against secession — the same right, in its telling, that any sovereign state would assert.
Taipei's democratic-self-determination framing. From the prevailing framing in Taipei under the DPP — and, with different emphasis, across much of the political spectrum — Taiwan is a self-governing democracy whose future must be determined by its own people. Whatever the historical and constitutional complexities (the Republic of China's claim, the post-1949 separation, the post-1996 democratisation), the operative reality is that Taiwan's twenty-three million people elect their own government, that no PRC government has ever administered the island, and that any change in Taiwan's status requires the consent of its people. On this framing, Beijing's claim is a denial of the islanders' agency and democratic rights, and US support is the support of a fellow democracy against coercion. The Tsai-Lai status-quo doctrine — neither declaring formal independence nor accepting Beijing's terms, and insisting that the ROC and PRC are "not subordinate to each other" — is, in this framing, the responsible exercise of self-determination under the constraint of overwhelming PRC military superiority.
Washington's status-quo framing. The US framing is agnostic on the ultimate outcome and committed on the process. The US takes no position on Taiwan's final sovereign status; it opposes unilateral changes to the status quo by either side; and it insists that any resolution be peaceful and acquire the assent of Taiwan's people. This studied neutrality — neither endorsing Beijing's claim nor recognising Taiwanese independence — is the foundation of the One-China policy and the space within which strategic ambiguity operates. It is also, from both Beijing's and Taipei's vantage, unsatisfying: Beijing reads it as bad faith masking creeping support for separation, while some in Taipei read it as a failure to affirm Taiwan's democratic reality. The US framing's coherence depends on the very distinctions — policy versus principle, acknowledge versus recognise, status quo versus outcome — that this document has traced, and its durability across 2016–2026 was tested precisely by the pressures, from a more assertive Beijing, a more independence-minded Taipei, and a more transactional Washington, that each of those distinctions sustained.
11. Conclusion and Forward View
Across 2016–2026 the US-Taiwan relationship deepened in substance while the architecture governing it came under unprecedented strain. The Trump-1 telephone call and engagement normalisation, the Biden-era statements and walk-backs, the Pelosi visit and its military aftermath, the arms-sales evolution and backlog, the semiconductor entanglement, and the Trump-2 transactional turn each tested a posture — strategic ambiguity within a layered legal-policy edifice — built for a different balance of power and a different set of risks. The posture survived the decade, but its premises were interrogated as never before: by a PRC whose capabilities and resolve had grown, by Taiwanese governments Beijing treats as inherently separatist, and by a US whose commitment moved from question of degree (how much to promise) to, under Trump-2, a question of kind (whether promises would be kept).
The document has held three sets of competing accounts in deliberate tension rather than resolving them. On strategic ambiguity, the clarity advocates, the dual-deterrence defenders, and the "debate is moot" school each command serious analytical support, and the Biden statement-walk-back pattern and the Trump-2 credibility discount have if anything sharpened rather than settled the question. On Taiwan under Trump-2, the transactional-abandonment-risk, continuity-through-Congress-and-tech-stakes, and burden-sharing-normalisation readings each find support in the mixed evidence through May 2026. On the Taiwan question itself, Beijing's sovereignty framing, Taipei's democratic-self-determination framing, and Washington's status-quo framing remain irreconcilable, and the corpus does not adjudicate among them.
The forward view is correspondingly uncertain. The structural drivers — the PLA's continued modernisation and the closing of any "Davidson window" (treated at TW-F-04), Taiwan's defence-spending trajectory under US pressure, the semiconductor entanglement and its reconfiguration under chip tariffs (TW-D-03), the Lai administration's management of a hostile legislature and a coercive Beijing (TW-D-02, TW-D-04), and the durability of the bipartisan congressional consensus against the corrosive effect of presidential transactionalism — will determine whether the deliberate imprecision that has kept the peace across the Strait for four-and-a-half decades can survive a fifth. What is clear is that the relationship's defining feature — a substance of support far exceeding its form, conducted through instruments engineered to preserve deniability — was both its source of resilience and the precise locus of the strain that the 2016–2026 decade imposed. The next phase of the relationship will be written in the gap between what the US has committed to in law and capability and what it is willing to say, and do, when the commitment is tested.
Sources
- Taiwan Relations Act (TRA), Public Law 96-8, 22 U.S.C. §§ 3301–3316, enacted 10 April 1979 — the foundational US-domestic-law instrument governing post-normalisation US-Taiwan relations; the operative text including §2(b) (the policy declaration that the US will "consider any effort to determine the future of Taiwan by other than peaceful means... a threat to the peace and security of the Western Pacific area and of grave concern to the United States"), §3 (the arms-sales provision committing the US to make available "defense articles and defense services in such quantity as may be necessary to enable Taiwan to maintain a sufficient self-defense capability"), and the American Institute in Taiwan (AIT) provisions.
- The Three US-PRC Joint Communiqués: the Shanghai Communiqué (28 February 1972, the Nixon-Zhou Enlai document containing the US "acknowledges that all Chinese on either side of the Taiwan Strait maintain there is but one China and that Taiwan is a part of China" formulation); the Normalisation Communiqué (1 January 1979, the Carter-era document establishing diplomatic relations with the PRC and recognising the PRC as "the sole legal Government of China"); the August 1982 Communiqué (17 August 1982, the Reagan-era document on arms sales containing the US statement that it "does not seek to carry out a long-term policy of arms sales to Taiwan" and intends "gradually to reduce" sales).
- The Six Assurances — the six points conveyed by the Reagan administration to Taipei in July 1982 contemporaneous with the August 1982 Communiqué negotiation, including: no date set for ending arms sales; no prior consultation with Beijing on arms sales; no mediation role between Taipei and Beijing; no revision of the Taiwan Relations Act; no change in the US position on Taiwan's sovereignty; no pressure on Taiwan to negotiate with Beijing. Reaffirmed and declassified in the Trump-1 period; codified by congressional resolution (H.Con.Res. 88, 2016) [TBD-VERIFY exact resolution number and date].
- Haass, Richard, and David Sacks, "American Support for Taiwan Must Be Unambiguous: To Keep the Peace, Make Clear to China That Force Won't Stand," Foreign Affairs, 2 September 2020 — the canonical strategic-clarity advocacy essay; together with their follow-on Council on Foreign Relations Council Special Report No. 90, "U.S.-Taiwan Relations in a New Era: Responding to a More Assertive China" (June 2021).
- Bush, Richard C., Difficult Choices: Taiwan's Quest for Security and the Good Life (Washington DC: Brookings Institution Press, 2021); Untying the Knot: Making Peace in the Taiwan Strait (Brookings Institution Press, 2005); Uncharted Strait: The Future of China-Taiwan Relations (Brookings, 2013); and sustained Brookings commentary 2016–2025 on the dual-deterrence rationale for ambiguity.
- Glaser, Bonnie S. (German Marshall Fund Asia Programme; previously CSIS), sustained 2016–2025 analyses including her co-authored work on US-Taiwan policy, the strategic-ambiguity debate, and the cross-Strait deterrence architecture; the 2020–2021 "dual deterrence" and "strategic clarity is unnecessary and dangerous" position essays (with Glaser, Bonnie, Jessica Chen Weiss, and Thomas Christensen, "Dilemmas of Deterrence: The United States' Smart New Strategy Has Six Daunting Trade-Offs," Foreign Affairs, 13 November 2023, and the earlier 2020 Glaser-Weiss-Christensen commentary).
- Rigger, Shelley, Why Taiwan Matters: Small Island, Global Powerhouse (Lanham: Rowman & Littlefield, 2011, revised editions); and sustained post-2016 commentary in Foreign Affairs, The Diplomat, and the Davidson College Taiwan-studies output on the US-Taiwan relationship and the identity dimension.
- Mastro, Oriana Skylar, "The Taiwan Temptation: Why Beijing Might Resort to Force," Foreign Affairs 100, no. 4 (July/August 2021): 58–67; and sustained 2021–2025 commentary (Stanford / American Enterprise Institute) on the China-Taiwan military question and the deterrence-credibility debate.
- United States Defense Security Cooperation Agency (DSCA), Foreign Military Sales (FMS) Notifications to Congress for Taiwan 2017–2025, and the corresponding Congressional Research Service (CRS) reports by Shirley Kan, Susan Lawrence, and Caitlin Campbell, including Taiwan: Major U.S. Arms Sales Since 1990 and U.S.-Taiwan Relationship: Overview of Policy Issues (sustained CRS report series 2016–2025).
- Taiwan Travel Act, Public Law 115-135, enacted 16 March 2018 — the law expressing the sense of Congress that the US should allow officials at all levels to travel to Taiwan and meet counterparts; the Taiwan Allies International Protection and Enhancement Initiative (TAIPEI) Act of 2019, Public Law 116-135, enacted 26 March 2020 — the law on supporting Taiwan's diplomatic alliances and international participation.
- Office of the President of the Republic of China, Tsai Ing-wen and Lai Ching-te speech-and-statement archives 2016–2026, including the May 2016 and May 2020 Tsai inaugurals, the 20 May 2024 Lai inaugural, the 10 October 2024 Lai National Day address, and the post-2025 cross-Strait-and-US-relations statements; the December 2016 Tsai readout of the Tsai-Trump telephone call.
- The White House and the United States Department of State, presidential and spokesperson statements 2016–2026, including: President Joseph R. Biden's four-plus statements that the US would defend Taiwan (the August 2021 ABC News interview; the October 2021 CNN town hall; the May 2022 Tokyo press conference; the September 2022 60 Minutes interview) and the corresponding White House and State Department "policy has not changed" walk-backs; the post-January 2025 second-Trump-administration Taiwan-related statements.
- People's Republic of China Ministry of Foreign Affairs (中华人民共和国外交部) and Taiwan Affairs Office of the State Council (国务院台湾事务办公室, TAO), statements 2016–2026 articulating the One-China Principle (一个中国原则, Yige Zhongguo Yuanze), the characterisation of US-Taiwan official contacts as violations of the Three Communiqués, and the post-2024 characterisation of Lai Ching-te as a "separatist" (分裂分子) and "Taiwan-independence worker."
- Sacks, David (Council on Foreign Relations), sustained 2020–2025 Foreign Affairs and CFR blog output, including "What Xi Jinping's Reaction to the Pelosi Visit Tells Us About His Taiwan Policy" (August 2022) and the post-2024 assessments of the Lai-Trump-2 calibration.
- Center for Strategic and International Studies (CSIS) and the Brookings Institution, sustained 2016–2026 reports on US-Taiwan relations, including the CSIS China Power Project outputs (Bonny Lin, Brian Hart), the Brookings Global Taiwan and Order from Chaos outputs (Ryan Hass, Richard Bush), and the CSIS-published surveys of the strategic-ambiguity debate.
- Hass, Ryan (Brookings; former National Security Council China Director), Stronger: Adapting America's China Strategy in an Age of Competitive Interdependence (Yale University Press, 2021), and sustained 2020–2025 Brookings commentary on US-Taiwan policy and the case for "deterrence without provocation."
- Reuters (Yimou Lee, Ben Blanchard, David Brunnstrom, Taipei and Washington bureaus), Financial Times (Kathrin Hille, Demetri Sevastopulo), The Wall Street Journal (Joyu Wang, Charles Hutzler), The New York Times (Edward Wong, Chris Buckley), Nikkei Asia (Taipei bureau), and Bloomberg — sustained 2016–2026 US-Taiwan-China diplomatic reporting; the standard cross-reference protocol for contested factual claims uses multiple-outlet confirmation.
- Congressional Research Service, Taiwan: Political and Security Issues and China Primer: U.S.-Taiwan Relations (Caitlin Campbell, Susan V. Lawrence), sustained 2016–2025 editions; the CRS treatment of the One-China policy, the Six Assurances, and the arms-sales legal architecture.
Related Documents
- TW-F-04: The Cross-Strait Military Balance, Asymmetric Defence, and the Overall Defense Concept (2017–2026) — direct sibling Block-F anchor; TW-F-04 concentrates the military-balance, force-posture, doctrine, defence-budget, and arms-delivery-operational detail; TW-F-01 concentrates the diplomatic-political relationship, the legal-policy architecture, and the strategic-ambiguity-versus-clarity debate. The two anchors converge at the arms-sales-pipeline and Trump-2-burden-sharing treatment but read it from the diplomatic (TW-F-01) versus operational (TW-F-04) vantage.
- TW-D-02: The Lai Ching-te Presidency (2024–2025) — direct broader-anchor companion; TW-D-02 covers the Lai-presidency cross-Strait posture and the post-January 2025 Trump-2 reset from the Taiwan-domestic-politics vantage; TW-F-01 reads the US-side calibration toward the Lai administration.
- TW-C-06: The Pelosi Visit and the Fourth Taiwan Strait Crisis (August 2022) — direct predecessor anchor; TW-C-06 covers the August 2022 episode and the PLA Joint Sword response in depth; TW-F-01 situates the Pelosi visit within the longer arc of congressional-driven US-Taiwan engagement and the executive-legislative tension over Taiwan policy.
- TW-D-03: TSMC Arizona, the CHIPS Act, and the Trump-2 Chip-Tariff Regime (2020–2025) — direct sibling anchor; TW-D-03 covers the semiconductor-economic-and-tariff track in depth; TW-F-01 treats the "silicon shield" framing and the chip-tariff pressure as an integral dimension of the diplomatic relationship.
- TW-R-01: Taiwan Governance Books Canon — reference; the US-Taiwan-relations literature canon (Bush 2005/2013/2021, Rigger 2011, Glaser sustained, Hass 2021, Haass-Sacks 2020/2021, Mastro 2021) is enumerated in the canon document.
- TW-C-05: back-reference added by symmetry sweep
- TW-G-01: back-reference added by symmetry sweep
- TW-G-02: back-reference added by symmetry sweep
- TW-H-PRES-04: Tsai Ing-wen — 蔡英文
- TW-D-01: The 13 January 2024 Taiwan Presidential Election, the Lai-Hou-Ko Three-Way Race, and the DPP's Three Consecutive Presidencies — the First Since Taiwan's Democratisation
- TW-K-01: Tsai Ing-wen's 2 January 2019 "Five Musts" Rejection of Xi Jinping's Message to Compatriots in Taiwan 40th-Anniversary Address — the Same-Day Office of the President Response, the Domestic-Political Inflection Point that Restored the 2020 Re-Election Campaign, and the Cross-Strait Consequences
- TW-G-04: The Hsinchu Science Park and the Taiwan Semiconductor Industrial-Policy Architecture — From the 15 December 1980 Founding under Premier Sun Yun-suan to the Post-2025 Trump-2 Export-Control and Capacity-Diversification Era
- TW-K-02: The Tsai Administration's 2017 Pension Reform Decision and the Post-Reform Political Cost — The 27 June 2017 Civil Service Pension Act and the 29 June 2017 Teachers' Pension Act Reducing the 18 Per Cent Preferential Interest Rate, the 23 April 2017 KMT-Aligned Veterans-and-Pensioners Protest at the Legislative Yuan, and the Short-Term Approval Crash to Approximately 30 Per Cent Against the Structural Fiscal Stability Gain
- TW-F-02: Cross-Strait Dynamics 2000–2026 — From Chen Shui-bian's Independence Rhetoric to Lai Ching-te's Deterrence-Dependence Equilibrium
- TW-C-09: The Lai Ching-te Presidency Year Two — Divided-Government Stability, the Post-Great Recall Aftermath, the FY2026 Budget Battle and 3-Per-Cent-of-GDP Defence-Spending Question, the Hsiao Bi-khim Vice-Presidential Role, and the Trump-2 US-Taiwan Trade-Negotiating-Track Continuation
- TW-E-01: The Economic Cooperation Framework Agreement and the Twenty-Three Cross-Strait Agreements — From the 12 June 2008 Beijing ARATS-SEF Resumption and the 29 June 2010 Chongqing ECFA Signing to the 2014 Sunflower CSSTA Suspension, the Post-2016 DPP Partial Maintenance, and the Post-2024 Lai-Era PRC Suspension Threats
- TW-E-02: Taiwan's New Southbound Policy — From the 20 May 2016 Tsai Inaugural Strategic-Reorientation Announcement and the 5 September 2016 Executive Yuan Policy-Guideline Release to the Eighteen-Target-Country Architecture across the Ten ASEAN Members, the Six South Asian States, and the Australia–New Zealand Pair, the Post-2020 CPTPP Application Trajectory, and the Post-20 May 2024 Lai-Era Continuation
- TW-K-03: The 7 November 2015 Ma Ying-jeou – Xi Jinping Singapore Meeting Decision — the First Face-to-Face Encounter Between Heads of State of the Republic of China and the People's Republic of China since the 1945 Chongqing Chiang–Mao Meeting, the October–November 2015 Decision Sequence, the Shangri-La Hotel 79-Minute Closed Session and the "Mr Ma" / "Mr Xi" Form-of-Address Mechanism, the Symbolic-versus-Substantive Contestation, and the Post-2016 DPP-Era Reassessment
- TW-N-01: Taiwan in International Perceptions — Chip Island, Beacon, and Flashpoint
- TW-O-01: Taiwan Megatrends — The 2030s Questions
- TW-F-03: The New Southbound Policy and Taiwan's Southeast Asia Turn