It’s clear from the increasingly bellicose actions of the People’s Republic of China that the PRC seeks to return to its self-appointed role as the “Middle Kingdom” at the center of the world. To do this it must supplant the United States, both economically and militarily, by becoming the preeminent power on the world stage—at which point it will be able to rewrite the rules of the existing world order established by America after World War II.

For decades, Taipei’s security has leaned on three pillars: its relationship with the United States, the Taiwanese armed forces, and the island’s renowned ‘silicon shield.’ However, as the global order shifts, the reliability of these safeguards is becoming increasingly uncertain. Decades after Taiwan ended its clandestine nuclear weapons program in 1988, the changing geopolitical environment raises questions on whether Taipei should reconsider nuclear deterrence.

The growing uncertainty surrounding U.S.-Taiwan relations is a clear warning sign for Taipei. Unlike South Korea and Japan, Taiwan lacks a formalized military alliance with Washington. Instead, U.S. policy toward Taiwan has traditionally rested on the Taiwan Relations Act of 1979 and a policy of strategic ambiguity. For Taipei this policy has been a double-edged sword, on the one hand serving as a potent deterrent by forcing China to weigh the high risk of a U.S. kinetic intervention without knowing the exact threshold or scale of that response, but simultaneously creating uncertainty for Taiwan’s strategic planning.

Taiwan’s arms contracts treat delivery dates as estimates, and Congress should require Washington to account for the major slips.

At a defense forum in Taipei in September, Anduril founder Palmer Luckey said that the hold on a $14 billion Taiwan arms package is “definitely affecting the business,” and that “as long as that’s stuck, you don’t have continued forward progress in other areas.” He had raised it, he said, with the President. That is a hold before any sale. A different problem starts after Taiwan signs a sale agreement and waits for delivery. The standard terms in those agreements do not, as a rule, guarantee a delivery date, and if a date slips, any dispute over it goes to consultation between the two governments.

Waging a “permanent contest” with China in the South Pacific, Australia is building new alliances and a new security system. Treaties signed with Island states are driven by fear and shock in Canberra, yet also by a sense of responsibility — plus a determination to be the top regional power.

Prone to amnesia about its permanent Pacific interests, Australia has been given a jolting reminder by the permanent contest with China. The headline phrase was coined by foreign minister Penny Wong in a 2024 interview: “We’re in a state of permanent contest in the Pacific — that’s the reality.”