Signal
In 2025, Taiwan accelerated measures to fortify its subsea cable network after multiple suspected sabotage incidents. Redundancy planning now includes deploying micro-satellite constellations to secure continuity of data flows. Subsea cables currently carry 99% of intercontinental internet traffic, making them strategic infrastructure as vital as ports or energy grids. Loss of connectivity would paralyse both civilian and military operations in a crisis.
Implications
Taiwan is treating connectivity as a sovereign domain, not a background utility. Redundant layers of resilience, from hardened cables to low-Earth orbit (LEO) backup constellations, ensure command, commerce, and deterrence continuity. For adversaries, cable disruption is a low-cost, high-impact tool. For allies, defending Taiwan’s cables is defending regional and global stability. The chokepoint is not just geographic, but systemic control of information arteries decides operational endurance.
Strategic Takeaway
Connectivity is a strategic choke point. Sovereignty is defended not only at borders, but along every strand of fibre beneath the sea.
Investor Implications
Capital should watch satellite operators, resilient comms providers, and firms in subsea cable construction and protection. The demand curve is clear: resilience in critical comms will be priced into defence budgets and infrastructure investments. Dual-use micro-satellite networks are becoming strategic assets, blending commercial continuity with military ISR and C2 support. Investors should expect higher valuations for companies anchoring “redundant sovereignty” those who can guarantee connectivity when physical networks are under threat.
Source: globaltaiwan.org
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