If Taiwan really has "overinvested," the companies which may be unable to stand the heat and have to close down may well be the foreign companies with top-heavy organizations, inflexible decision-making structures and less effective cost control than Taiwanese firms.
台灣果真「過度投資」，熬不住要關廠的，倒有可能是組織龐大、決策過程冗長、在成本控制方面不如台灣的外商呢。