Taiwan's policy agenda is moving into a new phase. The Legislative Yuan has reshaped the framework for unmanned systems by passing a new Act with NT$240 billion in appropriations over six years. The Executive Yuan has submitted the 2027 central government budget, a record NT$3.9266 trillion, along with a supplementary defense budget that is still awaiting legislative approval. Nuclear power is returning to the ballot through a national referendum on November 28, alongside the local elections. Meanwhile, AI-related demand has lifted the government's 2026 GDP growth forecast to 11.05 percent, the highest annual rate in 39 years.

This issue of the GR Taiwan Newsletter tracks these developments across defense and industrial policy, fiscal politics, energy and elections, and the AI-led economy. It also examines the Trump–Xi summit, which left U.S. policy toward Taiwan unchanged but left open questions on the pending US$14 billion arms package, advanced-chip export controls and the trade truce due to expire on January 10, 2027.

Check the attached PDF to read the full newsletter.