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Taiwan's Two Faces
As global supply chains and geopolitics reshape competition and pressure, Taiwan stands at the center of opportunity — and on the front line of risk.
The Frontier Is Not the Finish
The East-West AI gap has closed to single digits. This is where two strategies diverge — closed frontier vs. open weights — and where the money flows: straight to Taiwan.
The Rare-Earth Chokehold
America squeezed China's chips; China squeezed the world's rare earths. Case-by-case licensing now reaches Taiwan's jugular.