2016年，川普憑藉「不按牌理出牌」的競選風格當選美國總統，並以不斷製造爭議與驚奇，在全球掀起「川普震盪」(TrumpShock)，開啟美中貿易爭端，引發全球政經變局。如今，2025年的「川普震盪2.0」，再度以「讓美國更偉大」(MAGA)口號，擴大全球關稅戰，把競爭視為戰爭，導致地緣政治劇變，供應鏈重組的風險升高，市場陷入混亂與不確定性。
美國對烏克蘭政策的轉變、撕毀《美墨加協定》(USMCA)，以及關於加薩重建的構想，不僅削弱了美國的國際公信力，也促使歐盟、加拿大及中東各國更加團結。歐洲峰會(EuropeanSummit)決議強化主權意識，大幅增加安全與國防支出，並組建「自願聯盟」以確保烏克蘭的安全；加拿大則因愛國情緒高漲，下架美國商品；阿拉伯國家則堅持主導加薩的重建工作。
台灣處於地緣政治、全球供應鏈以及半導體與AI產業發展的戰略核心地位。當川普指責台灣「偷走」美國的半導體技術並揚言提高關稅時，台美貿易順差已在2024年達到739億美元(年增55%，全球排名第六)。然而，台積電(TSMC)董事長魏哲家與川普於今年3月3日共同宣布，將加碼投資美國1,000億美元，台灣疑美論大起，但也讓川普改口稱讚台灣的貢獻。
在單邊主義抬頭、地緣政治動盪的局勢下，經濟多元化、靈活外交、國防與安全合作，已成為各國政府不可忽視的課題。對企業而言，分散供應鏈與市場、關注匯率與利率變動、加速數位化與效率提升、投資永續發展，以及深化策略合作，都是提升韌性與應變能力的關鍵。
「TeamTaiwan」強調台灣應以整體團隊的姿態迎戰全球新局，而媒體上關於「中華隊」與「台灣隊」的名稱之爭，實屬無謂。在瞬息萬變的國際與市場環境中，「一個人的武林」絕對無法因應當今多變的國際情勢與市場環境。
In 2016, Donald Trump defied political norms with his unconventional campaign style, securing the U.S. presidency and unleashing what became known as the "Trump Shock." Trump’s disruptive approach ignited U.S.-China trade tensions and triggered profound shifts in global economic and political landscapes. Now, in 2025, "Trump Shock 2.0" has returned, driven by the "Make America Great Again" (MAGA), escalating global tariff wars, and treating economic competition as a form of warfare. The result? A dramatic geopolitical shift, heightened risks of supply chain restructuring, and an atmosphere of uncertainty rippling through global markets.
The U.S.'s policy shift on Ukraine, withdrawal from the USMCA (United States-Mexico-Canada Agreement), and plans for Gaza reconstruction have further eroded its international credibility. However, these moves have also united the European Union, Canada, and Middle Eastern countries. The European Summit resolved to emphasize sovereignty, significantly increase security and defense spending, and form a "voluntary coalition" to ensure Ukraine's safety. Meanwhile, Canada, fueled by patriotic sentiment, initiated a boycott of American goods, and Arab nations insisted on leading Gaza's reconstruction efforts.
As a strategic hub in geopolitics, global supply chains, and the semiconductor and AI industries, Taiwan finds itself at the center of this evolving global landscape. Amid escalating tensions, Trump accused Taiwan of "stealing" U.S. semiconductor technology and threatened higher tariffs. Meanwhile, Taiwan's trade surplus with the U.S. soared to $73.9 billion in 2024-a 55% increase, ranking sixth worldwide. However, in a dramatic turn of events, TSMC Chairman Mark Liu and President Trump jointly announced a $100 billion investment expansion in the U.S. on March 3. While this fueled skepticism about U.S.-Taiwan relations, it ultimately led Trump to shift his tone, acknowledging Taiwan’s critical role in global technology and supply chains.
Amid unilateralism and geopolitical turbulence, Taiwan's government must adopt strategies such as economic diversification, diplomatic flexibility, and defense and security cooperation to navigate the complexities. At the same time, businesses need to diversify supply chains and markets, monitor currency and interest rate fluctuations, drive digital transformation and efficiency, invest in sustainability, and strengthen strategic partnerships to enhance resilience and adaptability.
"Team Taiwan" emphasizes Taiwan as a united team confronting the new global landscape. In contrast, media debates over "Chinese Taipei" versus "Taiwan Team" are meaningless. In today's volatile international and market environment, "a lone warrior" approach cannot provide effective solutions-only unity and collaboration can overcome the challenges ahead.
