Taiwan's core leverage lies in technological irreplaceability and market structure. First, advanced process node (most cutting-edge N) yield management and ecosystem integration require years of accumulation, making it difficult for the U.S. to replicate in the short to medium term; Taiwan can choose to keep the most advanced nodes domestically while permitting only more mature N-1 nodes to be produced in the U.S. Second, the speed and scope of technology transfer itself are leverage points—Taiwan can modulate disclosure depending on negotiation progress. Third, Taiwan's cost advantage—from engineering talent to component clusters—means that forced localization will significantly raise costs for the U.S. side, increasing the political cost of the policy. In other words, the party that truly needs massive subsidies and institutional restructuring to make policy work is the U.S., not Taiwan.