cover of episode China Insider | Taiwan’s Recall Campaign Movement, US-China Tariffs, and Apple shifts iPhone production to India

China Insider | Taiwan’s Recall Campaign Movement, US-China Tariffs, and Apple shifts iPhone production to India

2025/4/29
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China Insider

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Miles Yu: 我认为台湾的这场"大罢免运动"是一场重大的政治地震,它对台湾的政治格局、美台关系和两岸关系都将产生深远的影响。这场运动的起因是民进党在立法机构中仅有微弱多数,国民党和台湾民众党组成的反对派联盟试图瘫痪政府运作,引发了民众的不满。这场运动的参与者广泛,包括各行各业的人士,尤其女性发挥了重要作用,最初没有政府参与。第二阶段的结果导致国民党陷入混乱,民进党士气高涨,并加大了参与力度;国民党内部也开始出现内讧。这场运动对国民党、美台关系和两岸关系都有重大影响,民进党利用该运动攻击国民党为"亲中"势力。这场运动反映了台湾选举制度的缺陷,缺乏类似美国中期选举的机制,导致民意表达滞后。这场运动改变了台湾的政治对话,使其更侧重于反中共的论述,重塑了台湾的政治版图,不再仅仅是蓝绿对立,而是更广泛的反共共识。中共对此也不满,试图培养替代候选人。

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In this week’s episode of China Insider, Miles Yu discusses the recall campaign movement in Taiwan’s Legislative Yuan and what this means for the Kuomintang (KMT) and Taiwan People’s Party (TPP) coalition, as well as implications for the future of U.S.-Taiwan relations. Second, Miles looks to answer whether China over-extended in its response to United States tariffs, and how China’s response may not reflect the economic reality. Lastly, we look into Apple’s announcement to transition iPhone production from China to India by the end of 2026, and assess China’s economic capacity to absorb such a significant offshore of manufacturing.

China Insider is a weekly podcast project from Hudson Institute’s China Center), hosted by China Center Director and Senior Fellow, Dr. Miles Yu), who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world’s future.