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The Problem With Betting Taiwan’s Future on an Unreliable Washington

Acting U.S. Navy Secretary Hung Cao recently testified that Washington is pausing a proposed $14 billion arms sale to Taiwan. Cao publicly attributed the delay to the need to preserve munitions for U.S. military operations against Iran. Yet the timing of the decision, arriving immediately after the Trump-Xi summit in Beijing, inevitably raises broader strategic questions. The pause invites renewed scrutiny of whether Washington’s long-standing policy of strategic ambiguity can still be relied upon to provide consistent military support for Taipei. As a result, Taiwan’s ruling Democratic Progressive Party (DPP) faces an increasingly difficult task: preserving the island’s defense resilience while navigating a security relationship that appears far less predictable under the Trump administration.

This fluctuating approach is not entirely unexpected. Following his return to office, President Donald Trump delayed arms sales to Taiwan in 2025. Although those transfers eventually resumed in larger volumes, they were suspended once again after the announcement of the recent Trump-Xi summit. Trump had already referred to Taiwan as a negotiating chip before the meetings and later described the island as a problem in subsequent interviews. Taken together, these signals suggest that U.S. military support for Taiwan is increasingly being treated not as a fixed strategic commitment but as a transactional bargaining tool in Washington’s broader negotiations with Beijing.

As Washington’s shifting posture raises doubts about the reliability of external support, Taiwan’s domestic consensus on defense procurement remains strikingly fragile. On May 8, Taiwan’s legislature approved a $24.8 billion special defense budget, a substantial reduction from the $40 billion originally requested by the administration of President Lai Ching-te. While the compromise secured additional funding, it also replaced a more comprehensive long-term strategy with a restrictive framework requiring continuous parliamentary approval. By moving toward fragmented oversight, Taipei risks projecting a weakened deterrent posture and limiting the executive branch’s ability to undertake coherent, multi-year military planning.

China’s growing pressure on Taiwan has only intensified the island’s internal political divisions. The sharp contrast between the DPP’s “Resist China, Protect Taiwan” narrative and the opposition Kuomintang’s increasingly Beijing-friendly approach has deepened legislative gridlock and reinforced a political environment in which self-defense is often viewed through an ideological lens. Military preparedness has become tightly associated with a pro-U.S. identity. Consequently, support for defense procurement is no longer universally treated as a basic requirement for national survival. Instead, opposition hardliners increasingly portray it as evidence of submission to Washington and an unnecessary provocation of Beijing.

These tensions are not confined to competition between parties. Within the KMT itself, internal divisions have become more visible, with hardline factions openly criticizing members who support higher defense spending and branding them as traitors to the party for being excessively pro-American. This ideological rigidity creates a dangerous domestic feedback loop. Because Taiwan’s military modernization remains so closely tied to perceptions of U.S. support, every fluctuation in Washington’s commitment fuels skepticism at home. Whenever doubts about American reliability increase, public and legislative support for Taiwan’s own defense capabilities risks declining as well.

This cycle constitutes a significant strategic vulnerability. The institutional friction surrounding defense procurement not only complicates Taipei’s relationship with Washington but also creates opportunities for Beijing to exploit Taiwan’s political divisions. The result is a deterrence posture increasingly exposed to both domestic paralysis and shifts in the international environment.

The uncertainty emanating from Washington therefore demands an urgent recalibration of Taipei’s defense strategy. The United States will remain Taiwan’s most important security partner, but reliance on a single relationship is no longer sufficient. Taiwan must proactively deepen cooperation with regional allies and partners. By integrating more closely with emerging security networks across the Indo-Pacific, Taipei can diversify its defense investments and reduce its exposure to both American political volatility and broader strategic realignments. Such a shift would also allow Taiwan to evolve from being primarily a security consumer into a more active and capable contributor to stability within the First Island Chain.

This is not a novel concept. It is increasingly the approach adopted by many of Washington’s closest treaty allies. Australia provides a notable example. As the AUKUS partnership faces mounting concerns over delays in the delivery of U.S. Virginia-class nuclear submarines, Australian strategic circles have begun exploring Japanese conventional submarines as a practical interim solution to bridge potential capability gaps. Beyond the submarine issue, Canberra and Tokyo have rapidly expanded bilateral security cooperation. Their enhanced Joint Statement on Defence and Security Cooperation, signed in May, encompasses cyber defense, advanced weapons testing, and the joint development of critical technologies. The broader lesson is clear: middle powers are increasingly building flexible, overlapping security networks to distribute burdens and maintain credible deterrence in an uncertain strategic environment.

Taiwan has begun moving in this direction, but the pace remains insufficient given the scale of the challenge. Recent strategic meetings in Manila between Taiwan’s Coast Guard Administration and the Philippine Coast Guard to explore intelligence sharing and capacity-building represent a modest but unprecedented step forward. Similarly, Taiwan’s leading drone industry alliance has signed a formal memorandum with Japanese drone associations to jointly develop critical technologies and establish secure supply chains free from Chinese components.

These initiatives should be expanded dramatically. By broadening cooperation with a wider range of Indo-Pacific partners, Taiwan can establish durable networks across cybersecurity, disaster response, critical infrastructure protection, maritime security, and supply chain resilience. Such functional partnerships provide more than symbolic value. They create a strategic buffer that strengthens regional deterrence, reinforces Taiwan’s role as a reliable partner, and significantly complicates Beijing’s calculations.

Expanding Taiwan’s security partnerships is also essential for strengthening domestic political stability. Despite legislative deadlock and partisan conflict, there remains a substantial underlying consensus within Taiwanese society. Polls consistently indicate that more than 60 percent of the public supports stronger national self-defense. Yet that consensus is often obscured by political narratives that frame defense modernization as a simplistic choice between pro-U.S. alignment and pro-China accommodation.

A broader network of security relationships offers a way out of this trap. Diversifying defense cooperation does not mean sacrificing national security through appeasement or abandoning Taiwan’s relationship with Washington. Rather, it reframes security as a shared responsibility across the Indo-Pacific rather than a bilateral dependency on a single and increasingly unpredictable administration. When defense policy is embedded within a wider regional framework, Taiwan’s domestic consensus becomes far more resilient to fluctuations in American politics.

As the Trump administration continues to reshape the international system through a distinctly transactional approach to diplomacy, strategic uncertainty is becoming less of an exception and more of a structural feature of global politics. For Taiwan, adapting to this reality is no longer optional. Genuine defense resilience requires more than weapons purchases or political declarations. It demands a security strategy capable of withstanding shifts in leadership, policy, and geopolitical priorities.

Ultimately, Taiwan’s long-term security cannot rest on the partisan pendulum of any single ally. Its resilience will depend on cultivating a diversified network of regional partnerships while sustaining a durable domestic commitment to self-defense. In an era defined by strategic volatility, that combination may prove to be Taiwan’s most effective form of deterrence.