U.S.-Taiwan-China Trade Triangle: A Software Strategy for Semiconductor-Tied Teams

by Nat Currier 19 min read
GeopoliticsAITaiwanSoftware Strategy
Excerpt

As semiconductor reshoring accelerates and trade relationships rebalance in 2026, software companies need a portfolio strategy that captures U.S. growth without blindly abandoning China-linked revenue pathways.

Cite This

Nat Currier. "U.S.-Taiwan-China Trade Triangle: A Software Strategy for Semiconductor-Tied Teams." nat.io, 2026-02-18. https://nat.io/blog/us-taiwan-china-trade-triangle-software-strategy-2026

Semiconductor-linked software firms should avoid binary market choices in 2026. A risk-segmented portfolio strategy can capture U.S. reshoring growth while preserving selective China-adjacent business where governance...

https://nat.io/blog/us-taiwan-china-trade-triangle-software-strategy-2026

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Key stat: 14 minute read