In the before-times, a few days before the election that saw Donald Trump comfortably secure a triumphant return to the White House, the Wall Street Journal published a scoop detailing Elon Musk’s secret chats with Vladimir Putin. One particular nugget stood out for China watchers: the allegation that Putin asked Musk to never activate his internet satellite constellation, Starlink, over Taiwan.

Think pieces and blogs across Chinese state media hailed the conversation as yet more evidence that Putin backs China’s claims over Taiwan — which in turn bolsters his own expansionism. 

“Putin is very good at helping China teach a lesson to its rebellious son. He made demands on Musk and hit Taiwan’s weakest points,” wrote one Chinese military commentator to his 300,000 followers following the revelation. 

SpaceX responded to the allegation by saying that Starlink doesn’t operate over Taiwan because Taiwan won’t grant the company a license. The island democracy doesn’t want Starlink having majority ownership control over any satellite connection, so it’s been racing to build its own independent satellite internet service, free of Elon Musk’s grip.

Musk said last year, to Taiwan’s fury, that he believes Taiwan to be an “integral part of China,” comparing it to Hawaii. So it makes sense that the self-ruled island doesn’t want the billionaire in control of its satellite internet. 

Nonetheless, satellite internet is something Taiwan urgently needs. Its undersea fiber optic cables connecting the island to the internet are vulnerable, easily severed by ships in the South China Sea. It’s happened 27 times in the last five years. And as the Chinese military stages almost daily “war games” and drills around the island, including simulating a blockade of the island’s ports — an exercise it carried out most recently in October — it feels more urgent than ever that Taiwan has some way of accessing the internet via satellite. But it doesn’t want Starlink having the power to turn on – or off – that connection.  

What would Trump do if Xi Jinping imposed a blockade on Taiwan? “Oh, very easy,” he told a Wall Street Journal reporter last month. “I would say: If you go into Taiwan, I’m sorry to do this, I’m going to tax you at 150% to 200%,” meaning he would impose tariffs. When asked if he would use military force against a blockade, Trump replied “I wouldn’t have to, because he respects me and knows I’m fucking crazy.” 

Our colleagues at the China Digital Times collected and translated a series of responses to this statement that are worth a read. It was “intriguing”, wrote Hong Kong professor Ding Xueliang, that this was Trump’s only response. 

Chairman Rabbit, a nationalist WeChat blogger with more than two million followers, went further: “Trump has absolutely no interest in Taiwan or the South China Sea, and has no intention of becoming embroiled in a conflict with China,” he wrote. 

Since the Musk-Putin revelations, Taiwan’s government has said it welcomes applications from all satellite internet services, including Starlink, “provided they comply with Taiwanese laws.” 

The irony is that manufacturers in Taiwan actually make some key bits of hardware for Starlink satellite systems, like circuit boards and semiconductor chips. 

Taiwan supplies 90% of the world’s most advanced chips, and Trump wants to slap tariffs on those too. He has said in the past, without providing much evidence, that Taiwan “stole our chip business.” 

But Taiwan’s politicians say Trump needs Taiwan just as much as Taiwan needs Trump. Francois Wu, the country’s Deputy Foreign Minister, told reporters this week that “without Taiwan, he cannot make America great again. He needs the semiconductors made here.”
On election day in the U.S., it was revealed that Starlink had asked its Taiwanese suppliers to shift manufacturing off the island, citing “geopolitical risks.” The report sparked fury in Taiwan, with talk of boycotting Tesla, and viral praise for Musk’s “foresight” across Chinese social media.

This story was originally published as a newsletter. To get Coda’s stories straight into your inbox, sign up here