Summary
Taiwan’s government is closely monitoring reports that SpaceX has requested its Taiwanese suppliers to relocate manufacturing to countries like Vietnam and Thailand due to “geopolitical” concerns, specifically potential conflict with China.
Taiwan’s Economic Affairs Minister JW Kuo expressed confidence in Taiwan’s resilient supply chain but acknowledged the situation.
The request has sparked anger in Taiwan, with some accusing Musk of being ungrateful for local suppliers. The incident has also garnered attention in China, with some praising Musk’s foresight regarding China’s unification goals.
We are analyzing why Musk would get his business out of Taiwan. One possible reason is that Elon expects Trump to defend Taiwan, since either China not attacking or a very quick Chinese victory leave businesses largely intact.