[ISW] 중국-대만 주간 업데이트, 2025년 9월 22일

“`html

주요 내용 요약:

  • 중국: 미국과 중국은 TikTok의 미국 투자자 매각에 대한 합의를 마무리하고 있습니다. 이 거래는 중국 기반 회사인 ByteDance가 자체 TikTok 콘텐츠 알고리즘의 소유권을 유지하도록 허용할 것으로 알려졌으며, 이는 미국이 베이징에 대한 주요 양보를 의미합니다. 중국 공산당(CCP)은 이 알고리즘을 쉽게 악용하여 허위 정보를 퍼뜨리고 여론을 유리하게 형성할 수 있습니다.
  • 대만: 중국은 대만의 외곽 섬 주변에서 대만의 주권을 침식하려는 노력을 진화시키고 있습니다. 중국은 프라타스 섬과 진먼 섬 주변의 대만 관할 해역에 대한 해상 침입을 강화했으며, 전략적으로 중요한 펑후 제도까지 이러한 노력을 확대할 준비를 하고 있을 수 있습니다. 중국은 또한 진먼 주변의 영공에서 강압적인 활동을 진화시킬 수 있습니다.
  • 중국: 인민해방군 해군은 새로 건조된 푸젠 항공모함을 사용하여 대만 해협을 처음으로 장거리 통과하며, 중국의 군사력 투사 능력 증대 노력을 강조했습니다. 푸젠은 인민해방군 해군이 취역한 세 번째 항공모함이 될 것입니다. 이는 인민해방군이 인도-태평양 지역에서 보다 일관성 있는 해군 주둔을 유지하고, 적의 해상 교통로를 위협하는 능력을 향상시키는 데 도움이 될 것입니다.
  • 중국: 중국은 미국 수출 통제에 대한 보복으로, 그리고 미국과의 진행 중인 무역 협상에서 지렛대를 확보하기 위해, Nvidia를 대상으로 반독점 조사를 시작했습니다. 중국은 Nvidia가 처음 발표되었을 때 Mellanox와의 합병을 승인했음에도 불구하고 Nvidia를 조사하고 있습니다. 베이징은 희토류 시장에서의 지배력을 이용하여 워싱턴으로부터 양보를 얻으려 한 바 있습니다.

관련 최신 자료 및 링크:

  • TikTok 매각 관련:

    • [제목: TikTok’s Future in the US: What You Need to Know](https://www.cfr.org/china-and-us-relations/tiktok) (CFR, Council on Foreign Relations) – 영어 자료이나, TikTok 관련 미국의 입장을 잘 정리하고 있습니다.
  • 대만 관련:

    • [제목: China’s Military Strategy](https://www.cfr.org/military-strategy/chinas-military-strategy) (CFR, Council on Foreign Relations) – 중국의 군사 전략과 대만 문제에 대한 간략한 언급이 있습니다.
    • [제목: Taiwan Tension](https://www.atlanticcouncil.org/content-series/atlantic-council-in-taiwan/taiwan-tension/) (The Atlantic Council) – 대만 해협의 긴장 상황에 대한 최신 정보를 제공합니다.
  • 푸젠 항공모함 관련:

    • [제목: China’s Fujian Aircraft Carrier: A Deep Dive](https://thediplomat.com/2023/10/chinas-fujian-aircraft-carrier-a-deep-dive/) (The Diplomat) – 중국의 푸젠 항공모함에 대한 심층 분석을 제공합니다. (영어)
  • Nvidia 관련:

    • [제목: China’s Anti-Monopoly Probe of Nvidia: What You Need to Know](https://www.cfr.org/china-and-us-relations/economic-and-trade-relations) (CFR, Council on Foreign Relations) – 중국의 Nvidia 반독점 조사에 대한 배경과 의미를 분석합니다. (영문)

참고: 위 링크는 해당 주제에 대한 최신 정보를 제공하기 위해 노력했습니다. 각 링크의 내용이 최신 정보와 일치하는지 확인하고, 필요에 따라 더 자세한 자료를 찾아보시는 것을 권장합니다. 영문 자료는 구글 번역 등을 활용하여 번역하실 수 있습니다.

“`

[원문]

The United States and PRC are finalizing an agreement on the sale of TikTok to US investors.

September 22, 2025

Information Cutoff: September 17, 2025

Authors: Matthew Sperzel, Daniel Shats, Alison O’Neil, Karina Wugang, Jackson Karas, and Kiley Pittman of the Institute for the Study of War;

Alexis Turek, Alex Chou, and Yeji Chung of the American Enterprise Institute

TOPLINES

The United States and the PRC are finalizing an agreement on the sale of TikTok to US investors. The deal would reportedly allow PRC-based company ByteDance to retain ownership of the proprietary TikTok content algorithm, which would mark a major US concession to Beijing. This would allow ByteDance to retain control over the content that TikTok promotes to its users. The CCP could easily co-opt the algorithm to spread disinformation and shape public opinion to its advantage, especially during military operations against Taiwan. The Taiwan Information Environment Research Center found that TikTok users in Taiwan were considerably more likely to view the PRC positively and agree with CCP-aligned narratives regarding Taiwan and its relations with the United States compared with non-users.

The TikTok deal would come after the United States gave other concessions to the PRC to facilitate negotiations. Western media have reported in recent weeks that the United States denied Taiwanese President Lai Ching-te permission to visit and lifted restrictions on certain technology exports to the PRC—both meant to reduce tension with the PRC.

The PRC is evolving its efforts to erode Taiwan’s sovereignty around its outlying islands, possibly including Penghu. The PRC launched those efforts around the islands of Kinmen and Pratas in May 2024 and February 2025, respectively. The China Coast Guard (CCG) has repeatedly deployed to the Taiwanese-administered waters around Kinmen and Pratas ostensibly to protect PRC fishing vessels from Taiwanese authorities. This PRC effort is meant to test and exhaust Taiwanese response elements, intimidate Taiwanese leaders and the public, and portray the PRC as the legitimate authority over the islands by normalizing operations there.

The PRC intensified its maritime incursions into Taiwanese-administered waters in recent days. The CCG and several PRC fishing vessels entered or tried to enter the restricted waters around Pratas from September 11 to 15. Data from the Starboard Maritime Intelligence shows that additional ostensibly civilian PRC vessels operated there from September 15 to 17. The CCG separately conducted four incursions around Kinmen from September 15 to 17. This CCG activity is the highest frequency of consecutive incursions around Kinmen that CDOT-ISW has observed to date, likely representing all of the planned incursions for September, but very closely clustered together. The CCG normalized a pattern of four Kinmen incursions per month since 2024 but has varied the timing, entry points, and tactics of these incursions as a means of testing Taiwan’s response.  

KEY TAKEAWAYS

  • PRC: The United States and PRC are finalizing an agreement on the sale of TikTok to US investors. The deal would reportedly allow PRC-based company ByteDance to retain ownership of the proprietary TikTok content algorithm, which would mark a major US concession to Beijing. The CCP could easily co-opt the algorithm to spread disinformation and shape public opinion to its advantage.

  • Taiwan: The PRC is evolving its efforts to erode Taiwan’s sovereignty around its outlying islands. The PRC has intensified its maritime incursions into Taiwanese-administered waters around the islands of Pratas and Kinmen and may be preparing to expand those efforts to the strategically significant Penghu archipelago. The PRC may also be evolving its coercive activity in the airspace around Kinmen.

  • PRC: The PLA Navy conducted its first long-range transit through the Taiwan Strait with its newly constructed Fujian aircraft carrier, highlighting PRC efforts to increase its force projection capacity. Fujian will be the third carrier that the PLA Navy has commissioned. It will help the PLA maintain a more consistent naval presence around the Indo-Pacific and increase the PLA ability to threaten enemy sea lines of communication.

  • PRC: The PRC launched an anti-monopoly probe targeting Nvidia, likely to retaliate for US export controls and gain leverage in ongoing trade negotiations with the United States. The PRC is investigating Nvidia despite approving its merger with Mellanox when it was first announced. Beijing has similarly tried to exploit its dominance of the rare earths market to extract concessions from Washington.

NEW EMAIL SUBSCRIPTION OPTIONS

ISW has launched newly customizable email subscription options. Existing subscribers have been auto enrolled in all lists. Click below to learn more about these options and customize your preferences.

ISW is powered by the support of individuals like you.

Help us stay independent and impactful.

Website | Jobs | Internships

Follow ISW on social media:

FacebookXYouTube | InstagramLinkedIn | Threads | Bluesky

© 2025, Institute for the Study of War

Donate online or by sending a check to the Institute for the Study of War at 1400 16th Street NW, Suite #515, Washington, DC 20036. Please consider including the Institute for the Study of War in your estate plans.

ISW is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible to the extent permitted by law.

ISW is a non-partisan, non-profit, public policy research organization. ISW advances an informed understanding of military affairs through reliable research, trusted analysis, and innovative education. We are committed to improving the nation’s ability to execute military operations and respond to emerging threats in order to achieve US strategic objectives.

댓글 달기

이메일 주소는 공개되지 않습니다. 필수 필드는 *로 표시됩니다

위로 스크롤