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Article 03 · GEOPOLITIC

Confrontation Over Taiwan

by Center for Preventive Action · February 18, 2026

https://www.cfr.org/global-conflict-tracker/conflict/confrontation-over-taiwan

The 5 Ws

issue overview & course connections

Where?
The Taiwan Strait — the body of water separating mainland China (PRC) from Taiwan — with implications for Japan, the East China Sea, and global markets. Taiwan controls over 70% of the world's contract semiconductor market.
Who?
The People's Republic of China, the Taiwanese government, the United States, Japan, and international communities dependent on Taiwanese semiconductors.
When?
Originated in the Chinese Civil War in 1949; tensions escalated significantly from 2026 onward.
Why?
China claims Taiwan as an inalienable part of its territory and views reunification as a historic mission of the CCP. Taiwan's independent national identity and US support directly challenge that goal.
How?
Through military intimidation, air incursions, naval exercises, and missile drills, alongside economic sanctions, diplomatic pressure, cyberattacks, and erosion of the median-line status quo in the Taiwan Strait.

Key Stakeholders

  • People's Republic of China

    Claims sovereignty over Taiwan and drives the reunification agenda.

  • Taiwan Government

    Defends democratic sovereignty and self-determination.

  • United States

    Bound by the Taiwan Relations Act; major arms supplier and strategic partner.

  • Japan

    Directly threatened by potential naval expansion; shares territorial disputes with China.

  • Taiwan Semiconductor Manufacturing Company (TSMC)

    Produces 90% of the world's most advanced chips and controls 70% of the global market.

  • Tech and Manufacturing Industries

    Dependent on Taiwanese semiconductors.

Contributing Factors

Social

  • A Taiwanese national identity distinct from Chinese identity, especially among younger generations.
  • Hong Kong's democracy crackdown increased Taiwanese skepticism toward mainland ties.
  • Growing public support for formal independence within Taiwan.

Cultural

  • Historical and cultural divide between the Nationalist legacy and the PRC's communist identity.
  • Shared ethnic and linguistic heritage paired with distinct political cultures after decades of separation.

Economic

  • Taiwan's dominance in global semiconductor production makes it strategically irreplaceable.
  • Growing economic interdependence between Taiwan and China creates leverage for Beijing.
  • US arms sales worth over $18 billion reflect the economic dimensions of military deterrence.

Political

  • The CCP frames reunification as essential to China's national rejuvenation.
  • US strategic ambiguity shapes cross-strait calculations.
  • China's blocking of Taiwan from international organizations isolates it diplomatically.
  • The Taiwan Relations Act legally commits the US to supply Taiwan with defense arms.

Environmental

  • Military exercises including live-fire drills and missile launches pose risks to the marine environment.
  • Increased naval and air activity contributes to pollution and ecological disruption.

Implications

Social

  • People in Taiwan live under constant pressure of potential conflict with China.
  • Mass displacement and humanitarian crisis are likely if conflict erupts on a densely populated island.
  • Growing militarization increases the risk of escalation affecting civilians.

Cultural

  • PRC pressure erodes Taiwan's distinct democratic and cultural identity.
  • A forced reunification would extinguish Taiwan's civil society.
  • The conflict shapes global debates about self-determination and the rights of small nations.

Economic

  • A conflict over Taiwan could cause around $1 trillion in disruption to the global economy.
  • Loss of TSMC production capacity would harm global tech supply chains — from iPhones to military hardware.

Political

  • A Chinese takeover would shift the Indo-Pacific balance of power and constrain US naval operations.
  • Japan's ability to defend its western islands would be compromised if the PLA occupied Taiwan.

Environmental

  • Large-scale conflict would cause severe damage to one of the world's most ecologically significant marine regions.
  • Prolonged conflict could disrupt international climate cooperation, since China is a critical partner in global emissions agreements.

Bias

Pro-US Bias

Published by the Council on Foreign Relations, a US-based organization. US actions such as arms sales and military training are framed as defensive and stabilizing, while China's equivalent actions are described negatively. A reader is likely to view the US as a neutral protector and China as the main aggressor, without considering Beijing's perspective.