Morning Edition · Saturday, October 10, 2026Published at 1:16 AM EDT · New York
Lai also responded to talks between Washington and Beijing, saying Taiwan's self-defense buildup "is not a provocation," while US and Chinese officials follow the opposition Kuomintang's leadership struggle.

Taiwan's President Lai Ching-te criticized China in his National Day address on Saturday. Japan's Jiji Press summarized his message in its Japanese headline as a promise to "firmly defend the status quo." A second Jiji report quoted him as vowing to "firmly protect peace and stability in the Strait."
Taiwanese outlets reported more of the speech. United Daily News reported that Lai responded to talks between Washington and Beijing and said that strengthening self-defense "is not a provocation." NOWnews reported that he accused China of trying to change the status quo and said Taiwan is willing to engage with China "but will not accept being belittled." Next Apple News noted that the speech marked 30 years of direct presidential elections and that Lai said Taiwan's people decide their own future. United Daily News also quoted him as saying that energy policy "cannot be built on slogans," a point relevant to the power supply Taiwan's chip industry depends on.
Beijing considers Taiwan part of China and rejects Lai's framing. Its Taiwan Affairs Office responded to last year's address by saying it aggravated tension in the Strait. In Taipei, Nikkei Asia reported signs of a power struggle inside the opposition Kuomintang (KMT), the party that favors closer ties with Beijing. Both Washington and Beijing are following it closely.
Part of a tracked trend
Indo-Pacific Arms Race Accelerates
Over the next 3-6 months a sharpening regional arms race drives Japan and its neighbors to expand militaries and export weapons—Tokyo moving to sell missiles—as maritime confrontations with China multiply and Asian rearmament gathers pace.
Lai's Democratic Progressive Party gains by presenting Taiwan's defense spending to Washington as partnership and not provocation. Beijing gains if it can portray the speech as separatist to US negotiators and to voters of the Kuomintang (KMT).
The quotes come from Taiwanese and Japanese outlets and match Lai's earlier statements, but Taipei and Beijing define "status quo" in opposite ways. The article cites Beijing's reply to the 2025 speech because the Taiwan Affairs Office had not yet answered this one.
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What this means
Lai's main concern in this speech was the talks between Washington and Beijing. The risk for Taipei is that the two powers settle trade or security questions in ways that limit Taiwan's room to act. Lai's emphasis on self-defense is an argument to Washington as much as to Beijing: Taiwan wants to look like a partner worth backing, not a cost the United States might trade away. Beijing's leverage works through the KMT and through military pressure around the island, and the KMT leadership contest decides which Taiwanese partner Beijing will have before the next elections. Markets have priced recurring tension around Taiwan into chip stocks and regional insurance. They have not priced a US-China arrangement that reduces US support for Taiwan, which would worry Taipei more than a single military exercise. The desk's read is that Beijing answers the speech with criticism and a show of military force within weeks, and that the KMT contest, not the speech, shapes cross-Strait risk into 2027. The read is wrong if the next US-China talks produce a joint statement that mentions Taiwan, which would show Washington and Beijing negotiating over Taiwan directly.
Synthesized from: Jiji Press · Jiji Press · Nikkei Asia
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