It has been more than a week since President William Lai (賴清德) gave his address to the nation to mark Double Ten National Day on Oct. 10. It seems that the Chinese Communist Party (CCP) did not regard his address as sufficiently provocative to warrant a demonstration of its ire: There was no multiservice military drill around Taiwan, unlike Joint Sword-2024B, held four days after last year’s address.
Whatever this muted response from the CCP means, Lai’s speech was interesting because of how it compared with his National Day address last year. His speech on Friday last week either represented a change in tack in his approach to cross-strait tensions or an extension of an evolving strategy.
Last year’s address was not particularly provocative, but Lai got his shots in at a previous event, the Double Ten National Day gala at the Taipei Dome on Oct. 5 last year. During the gala, Lai had mused that, as the Republic of China (ROC) had been founded several decades prior to the People’s Republic of China (PRC), the ROC was technically the “motherland” of the PRC, not the other way around. This was an obvious jibe at the CCP and a conciliatory wink at the Chinese Nationalist Party (KMT). The observation’s inherent absurdity sharpened the jibe and blunted the overture.
There were no jibes this year, just as there were no conciliatory winks to the opposition. Conspicuous by its absence was any acknowledgement of the divisions and enmity of the recall movement, nor were there any attempts to address tensions at home. The overtures in this year’s speech were instead aimed at Beijing.
This year, after the opening remarks, Lai spent about 20 percent of his time speaking about the government’s plans to improve trade and invest in business and industry, while about 15 percent of his speech outlined policies aimed at improving the lives of ordinary Taiwanese. Finally, he turned to remarks on national defense and societal resilience.
The logic of a speech’s organization can go many ways: It can follow the principle of placing the most important aspects first, or leading up to the most important aspect, which is left to last, as that is what remains more clearly in the mind of the listener. As to which logic lay behind this speech, look at the opening paragraphs.
Lai said: “Sept. 10 was the historic date when the number of days Taiwan had spent free from martial law officially surpassed the number of days endured under its stifling rule. This signifies that we have parted entirely from an authoritarian regime and its shadow.”
He thus set the context for the arc of his argument: Taiwan as a free, democratic nation, liberated from the authoritarian KMT post-Chinese Civil War regime and resistant to the CCP’s desire to return the nation to governance under authoritarian masters.
The sections on Taiwan’s economic prosperity and the investment in its future, and the promise of translating them into improvements that ordinary people would feel in their daily lives, were Lai’s way of impressing on his audience the importance of defense, deterrence and resilience in the face of threats of invasion and annexation.
In the absence of the possibility of direct communication with the CCP under the preconditions of so-called “1992 consensus” or a return to the early dichotomy of the ROC’s and PRC’s interpretations of “one China” that traditional elements within the KMT would like to see, Lai was offering a vision of a more rational regional cohabitation: adherence to the “status quo,” no mention of a declaration of independence, the avoidance of war, the protection of life and property, a shared commitment to mutual prosperity, and learning the lessons of the past regarding the destruction of war.
In the US’ National Security Strategy (NSS) report released last month, US President Donald Trump offered his interpretation of the Monroe Doctrine. The “Trump Corollary,” presented on page 15, is a distinctly aggressive rebranding of the more than 200-year-old foreign policy position. Beyond reasserting the sovereignty of the western hemisphere against foreign intervention, the document centers on energy and strategic assets, and attempts to redraw the map of the geopolitical landscape more broadly. It is clear that Trump no longer sees the western hemisphere as a peaceful backyard, but rather as the frontier of a new Cold War. In particular,
When it became clear that the world was entering a new era with a radical change in the US’ global stance in US President Donald Trump’s second term, many in Taiwan were concerned about what this meant for the nation’s defense against China. Instability and disruption are dangerous. Chaos introduces unknowns. There was a sense that the Chinese Nationalist Party (KMT) might have a point with its tendency not to trust the US. The world order is certainly changing, but concerns about the implications for Taiwan of this disruption left many blind to how the same forces might also weaken
As the Chinese People’s Liberation Army (PLA) races toward its 2027 modernization goals, most analysts fixate on ship counts, missile ranges and artificial intelligence. Those metrics matter — but they obscure a deeper vulnerability. The true future of the PLA, and by extension Taiwan’s security, might hinge less on hardware than on whether the Chinese Communist Party (CCP) can preserve ideological loyalty inside its own armed forces. Iran’s 1979 revolution demonstrated how even a technologically advanced military can collapse when the social environment surrounding it shifts. That lesson has renewed relevance as fresh unrest shakes Iran today — and it should
As the new year dawns, Taiwan faces a range of external uncertainties that could impact the safety and prosperity of its people and reverberate in its politics. Here are a few key questions that could spill over into Taiwan in the year ahead. WILL THE AI BUBBLE POP? The global AI boom supported Taiwan’s significant economic expansion in 2025. Taiwan’s economy grew over 7 percent and set records for exports, imports, and trade surplus. There is a brewing debate among investors about whether the AI boom will carry forward into 2026. Skeptics warn that AI-led global equity markets are overvalued and overleveraged