yes... i agree, you have a valid point in that they could launch first strike or punitive raids on eastern China, though those raids would not be defensive in nature as the targets they hit could not strike Taiwan in the first place and would also be most surly sunk post haste after doing so.
i agree as to the beefing up, but i would much prefer to see them get attack submarines 8^)
nothing wrong with Subs either my friend