Taiwan: thinking the thinkable
I’m not enough of a scholar of international affairs to possess a highly differentiated opinion on Taiwan. Superficially, a PRC invasion of Taiwan seems analogous to the Russian invasion of Ukraine: the PRC brands Taiwan as a renegade state, just as Putin brands Ukraine as “little Russia.” The historical antecedents are very different, and the historical case for amalgamating Taiwan with the PRC is certainly stronger. That said, Taiwan currently wants independence and Xi plans for an eventual takeover.
Most of what I read these days discusses a military takeover of Taiwan. That made little sense to me. How could the PRC justify the billions required to defeat Taiwan and the billions more to rebuild the destroyed infrastructure when they could simply build it on the mainland and outcompete Taiwan?
Eyck Freyman writing in Foreign Affairs envisions a crisis, not a war, as the path to takeover.
“It begins not with missiles but with cutter ships. One morning, dozens of Chinese coast guard vessels start conducting “routine customs inspections” of merchant ships approaching Taiwan’s major ports. Chinese civil aviation authorities begin to demand manifests from flights entering and leaving Taiwan. Beijing insists it is merely asserting existing Chinese customs law, which claims the right to regulate the flow of people and goods in and out of “Taiwan Province.”
“Immediately, nearly all airlines and shipping companies decide to comply. These private operators have no interest in seeing their ships or aircraft seized, detained, or worse. Nor do they have much of a choice. Insurance companies would not cover them if they resisted. Suddenly, nearly all planes and ships entering or leaving Taiwan must first stop at a mainland port in Fujian Province before traveling to their final destination. Beijing has seized control of most of Taiwan’s links to the outside world.”
Freyman calls this a “gray zone,” in which the PRC exploits the vulnerability of global economics to leverage geopolitical power rather than resorting to thermonuclear threat.
“Asserting control over Taiwan’s economic future would demonstrate the principle by which Beijing hopes to coerce every other country in the region. Regional dominance achieved through a quarantine would not require invasion and occupation. It would simply require Beijing to establish the norm that it could indirectly control how these countries engage with the global economy. If Xi can prove that the United States cannot effectively resist this playbook, Washington’s network of alliances in the region would suffer irreparable damage.”
On the evidence, the Trump Administration is unprepared for such scenarios, and between its efforts to retreat from military alliances and its open antagonism of allies, it is inviting the PRC to tempt fate.
What is to be done? Here, Freyman identifies the broad outlines but is unsatisfying on details. He points to four “pillars” of deterrence: (1) political, (2) military, (3) strategic and (4) economic. He doesn’t weight these pillars as to their respective strengths, weaknesses or feasibility. So like most Foreign Affairs articles I’ve read, it’s long on theory and analysis and short on implementation. Still, I found it a provocative read.
Gaming a non-nuclear crisis in Taiwan
Most of what I read these days discusses a military takeover of Taiwan. That made little sense to me. How could the PRC justify the billions required to defeat Taiwan and the billions more to rebuild the destroyed infrastructure when they could simply build it on the mainland and outcompete Taiwan?
Eyck Freyman writing in Foreign Affairs envisions a crisis, not a war, as the path to takeover.
“It begins not with missiles but with cutter ships. One morning, dozens of Chinese coast guard vessels start conducting “routine customs inspections” of merchant ships approaching Taiwan’s major ports. Chinese civil aviation authorities begin to demand manifests from flights entering and leaving Taiwan. Beijing insists it is merely asserting existing Chinese customs law, which claims the right to regulate the flow of people and goods in and out of “Taiwan Province.”
“Immediately, nearly all airlines and shipping companies decide to comply. These private operators have no interest in seeing their ships or aircraft seized, detained, or worse. Nor do they have much of a choice. Insurance companies would not cover them if they resisted. Suddenly, nearly all planes and ships entering or leaving Taiwan must first stop at a mainland port in Fujian Province before traveling to their final destination. Beijing has seized control of most of Taiwan’s links to the outside world.”
Freyman calls this a “gray zone,” in which the PRC exploits the vulnerability of global economics to leverage geopolitical power rather than resorting to thermonuclear threat.
“Asserting control over Taiwan’s economic future would demonstrate the principle by which Beijing hopes to coerce every other country in the region. Regional dominance achieved through a quarantine would not require invasion and occupation. It would simply require Beijing to establish the norm that it could indirectly control how these countries engage with the global economy. If Xi can prove that the United States cannot effectively resist this playbook, Washington’s network of alliances in the region would suffer irreparable damage.”
On the evidence, the Trump Administration is unprepared for such scenarios, and between its efforts to retreat from military alliances and its open antagonism of allies, it is inviting the PRC to tempt fate.
What is to be done? Here, Freyman identifies the broad outlines but is unsatisfying on details. He points to four “pillars” of deterrence: (1) political, (2) military, (3) strategic and (4) economic. He doesn’t weight these pillars as to their respective strengths, weaknesses or feasibility. So like most Foreign Affairs articles I’ve read, it’s long on theory and analysis and short on implementation. Still, I found it a provocative read.
Gaming a non-nuclear crisis in Taiwan

Joel:
I believe the US, Philippines, and Japan would have something to say about a takeover of Taiwan. The timing does not make such a move feasible by China.
@Bill,
Did you read the link? The US, the Philippines and Japan are explicitly mentioned.
Joel:
No, I did not read it as this has been an issue for years. It sounded like it maybe more of the same. As John mentioned, TSMC has a massive plant mostly built in AZ near Casa Grande. It is massive. There are plans to build more plants in Phoenix building 2-4 nm semiconductors. TSMC would be joining others in AZ which I see now and then as I drive places.
What such a build does for TSMC and the United States plus other countries is get itself untangled with China.
“TSMC’s 2nm (N2) technology, entering volume production in late 2025/2026, is the industry’s most advanced node, utilizing Gate-All-Around (GAA) nanosheet transistors. It offers roughly 15% higher transistor density, 10–15% better performance, or 25–30% lower power consumption than 3nm, supporting AI and high-performance computing (HPC) demand.”
It also keeps the manufacture of such chips out from under Chinese influence.
NVIDIA is becomng TSMC’s Largest Customer, Overtaking Apple in AI Shift.
While recycling water in AZ, it is still problematic as AZ water resource is limited.
2024 AZ Chip fabricators have not reused their wastewater as a source of ultrapure water for cleaning the layers. In Arizona, they are conducting research to help de-risk this approach.
The most advanced industrial water reuse research is coming out of the Arizona Water Innovation Initiative at ASU- 2024. If proven successful, it will dramatically reduce the water footprint of fabs. Fabrication has the biggest impact. Reuse after fabs is a goal in these facilities and will offset the watershed usage where manufacturing facilities are located.
In ~10 years, it is said we will see the water footprint of these fabs decrease. Fabs located in Arizona voluntarily do zero liquid discharge as local partners in the community. It costs them a lot more to do so as compared to their competitors. It is done so as to meet corporate sustainability goals. It is also a part of operating in the desert.
ASU Engineering News
Does Freyman explain exactly why it is in the US national interest to keep Taiwan within the US sphere of influence? Apart from TSMC, which is moving a lot of production to Arizona, I don’t see why Taiwan is more in the US national interest than Vietnam was in the 1960s.
Freedom and democracy? Oh, please. The US supplying bombs for genocide did away with that false pretense.
How much is the US taxpayer willing to waste on imperial pride?
@John,
“Does Freyman explain exactly why it is in the US national interest to keep Taiwan within the US sphere of influence?”
Why don’t you try reading the article?
Joel, You’re a bright guy. Why don’t you summarize the US national interest in keeping Taiwan in the US sphere of interest, not China’s?
In the article, I saw a log of tactics China might use to exert authority over Taiwan, but nothing about the dire consequences for the US.
My conclusion: loss of “credibility” and wounded pride for the self-anointed hegemon.
@John,
“Why don’t you summarize the US national interest in keeping Taiwan in the US sphere of interest, not China’s?”
I wrote “the historical case for amalgamating Taiwan with the PRC is certainly stronger [than the case for amalgamating Ukraine with Russia].” How much will you pay me to write more on this issue?
Shouldn’t there be some analysis of economic weapons in a Chinese confrontation? They do import large quantities of petroleum and food stuffs such as American soybeans.
@Jack,
If you read the article, it says that Xi is moving to make China more independent of specific markets.
As an author of many articles myself, I’ve often found myself under word limits, which means I was unable to include everything I could think of. I’ll bet Freeman was under similar constraints. The goal of these articles is to highlight issues, not offer encyclopedic analyses and a catalog of possible solutions. The universe of possible topics and points is very large; we writers have to make choices.
I would estimate if China wants to make a move, it would wait until Trump is no longer President. With Trump burning through our stores with his adventurism, we’d be very hard pressed to defend, but Trump is unhinged enough to use the nuclear option. However, the next President would probably be less likely to escalate to that level.
Fraud:
You could be right. Trump is dumb enough to blow himself up and take us with him.
As ignorant as a fence post; but it’s less his stupidity and more his damaged psychology. If he feels like a loser, he’s likely to lash out with whatever will assuage his ego, and since he’s already shown he’s willing to kill and start wars to puff up his sense of self (and the DoD showing him snuff videos of their strikes to keep him happy), dropping nukes to keep from losing to China isn’t far-fetched.
In the mean time, and of course no one is paying attention to it, we’re burning through multi-million ammunition shooting down ten thousand dollar Iranian drones fast than we can resupply them. Won’t be there if we need them, let alone an ostentatious ally
For the tall people, goes right over: if we, the United States, are physically attacked, for example by Russia (or even Korea), we don’t have that ammunition to defend ourselves
Throwing away multi-million ammunition shooting down ten thousand dollar drones
What would an enemy out to destroy us do different … ?