To be America’s enemy is dangerous; to be its friend, fatal.
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And then get attacked when they are in the US building the manufacturing plants and training Americans on how to do it.
I would absolutely not trust us to provide any protection, even IF they fold to the demand. The smart play here is to call the bluff. Because it is a bluff.
I feel bad for Taiwanese politicians. They can’t afford to provoke a major tantrum from Trump. They still need to purchase American arms, even if the US can’t be counted on to help in an invasion. Some performative flattery and groveling might be in order. If it was me, I’d swallow my pride and cite the impossibility of moving entire chip production chains instead.