Cross-Strait Relationships: An IT Analyst’s Perspective

In 1990, I accompanied a technical delegation to Beijing and was a speaker at its first public seminar. Between 1990 and 2000, most of the investment made by Taiwanese companies in China was for contract processing, and it was only when companies invested in the Yangtze River Delta that a significant change in industry relations took place.

Since 2000, all notebook production lines have been moved to China, and both sides of the Taiwan Strait have entered a phase of “complementary and competitive.” Without a production base in China, Taiwan was unable to receive large orders. Without the ecosystem built by Taiwanese companies, China would not have the electronics industry supply chain it has today. But since 2018, President Trump has warned us that his views on cross-strait relations are divided.

You have to think rationally about these issues. The political sector has its own perspective, and the tech industry has its own practical issues. Underlying the G2 pattern are complex semiconductor and supply chain issues. We must also understand that since the launch of his iPhone in 2007 and his 2008 Beijing Olympics, China has entered a new phase of the market and has become a new force driving the development of the industry. .

China has TikTok. What does Taiwan have? What is Taiwan’s national strategy for China’s progress? The government will tell us, and most of the candidates in year-end elections really do address such issues. Maybe we should start sorting out our own discussions about them.

I have been involved in discussions on national strategy many times. He also recently gave a public lecture on Taiwan’s national strategy from the perspective of a veteran IT industry analyst. Cross-Strait Relationships: An IT Analyst’s Perspective

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