Taiwan's leverage comes from three dimensions. First is "irreplaceability"—Taiwan has accumulated decades of advantages in advanced process nodes, yield management, and a complete industrial ecosystem that cannot be easily replicated overseas, even with US subsidy incentives. Second is "technological firewall"—Taiwan can choose to transfer only next-generation (N-1) technology overseas while retaining the most advanced nodes (N-generation) on the island, creating structural technological leverage. Third is "cost advantage"—Taiwan's manufacturing cost superiority remains significant, and although US-mandated onshore production provides psychological reassurance, it inevitably brings efficiency losses and cost increases. These conditions position Taiwan in a relatively advantageous negotiating stance, rather than simply passively absorbing policy pressure.