The next tech era isn’t being imagined — it’s being built.
In this week’s Inside Taiwan, I explore how three Taiwanese powerhouses are shaping the foundation of the AI-driven global economy:
🔹 TSMC just posted record-breaking earnings — with AI an... more
TSMC just posted record-breaking profits — a signal that the AI boom isn’t slowing down.
Behind it lies a complex web of trillion-dollar partnerships: OpenAI, Nvidia, Oracle, and SoftBank are reshaping the economics of computing itself.
In this wee... more
In this episode of Inside Taiwan, we uncover the hidden human and cultural forces behind two of the world’s most influential industries — bicycles and semiconductors.
First, Taiwan’s Giant Manufacturing, a symbol of craftsmanship and pride, faces a ... more
The Great AI Supercycle Has Begun.
Analysts at Morgan Stanley are calling it the next semiconductor supercycle — one that could last until 2030.
From surging AI chip demand to record memory prices, the race for capacity is redrawing global alliances... more
TSMC’s Record Quarter and the Global Race for AI Power
AI momentum shows no sign of slowing, but geopolitics is catching up fast.
This week on Inside Taiwan, we connect the dots across the world’s most valuable supply chain, from new rare earth expo... more
A trillion dollars, that’s the estimated cost of building the AI infrastructure powering this new era.
Today on Inside Taiwan, we connect the dots across the world’s most valuable AI supply chain, from the data-center gold rush to the cultural found... more
In this episode, we go beyond the buzzwords of “Chip War” to uncover a deeper truth: Taiwan’s semiconductor rise wasn’t built on conflict, but on survival, collaboration, and shared value.
We trace this story through:
• The birth of TSMC’s pure-pla... more
Markets are strong, AI partnerships are influencing the semiconductor landscape, and Taiwan remains a key player.
In this episode of Inside Taiwan, we unpack:
• OpenAI’s multi-year partnership with AMD, a deal worth gigawatts of compute and tens of... more
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Apple Podcasts | #98 |
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Inside Taiwan launched 13 days ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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