Keyu Jin: belief

Transcript context

…So we talked about the economic side of tariffs, and you mentioned the other red line and the three T’s. Can we talk about Taiwan? So how important is Taiwan to the Chinese economy and the global economy? Taiwan has among other things, TSMC, which is vitally important for the global economy. It’s also very important for the Chinese leadership and the Chinese people. You don’t want to ask what I think, ask the Chinese young generation. They would one day like to see unification. It’s part of the patriotic, the dream, if you will. And it’s a chip between the US and China. So everybody is watching Taiwan. But I’d say that this attention is not necessarily good for Taiwan, because all this uncertainty on the political risk has meant that investment there has dramatically been curtailed. And mainland China is a very, very important economic partner to the Taiwanese economy. I think that I don’t have a lot of views around this, but I just say this, I think there’s more political wisdom of the Chinese government side than we assume outside of China. And that strategic ambiguity, but also strategic patience, especially given China’s economic situation currently means that more likely or not, I think that if China does really well economically. And Taiwan is not doing as well economically as we’ve seen that over time, this is still the best strategy from China’s point of view to resolve these differences. I think any military use and action would be actually quite detrimental to China. So what’s a way to avoid military conflict here? It seems like a red line unification is the red line for the United States and it just feels like a very tense situation. So is there a path forward here that avoids any military conflict where everybody’s happy from an economics perspective, from a semiconductor manufacturer perspective also?…

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