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Inside Taiwan

AI-powered insights on how Taiwan’s industries, startups, and workforce mindset are shaping the future of global business.

business investing

All Episodes

8:38

Taiwan’s AI Export Boom: Can the World’s Chip Engine...

Inside Taiwan ·

2025/11/12

This week, one number stunned economists: Taiwan’s exports surged nearly 50% year-on-year to a record US$61.8 billion, driven by the global AI buildout. Behind that headline lies both the momentum and the pressure of an industry racing against time.Q: Why are Taiwan’s exports rising so fast?AI hardware and semiconductor shipments surged—up 140% and 28% respectively—accounting for almost 80% of total growth, according to Taiwan’s Ministry of Finance. For the first time since 2003, the United

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9:22

AI’s Power-Hungry Reality: When Vision Outruns...

Inside Taiwan ·

2025/11/11

AI’s Power-Hungry Reality: When Vision Outruns InfrastructureQ: What happens when vision meets reality in the AI supply chain? The AI boom is redrawing budgets and borders. TSMC has approved a US $15 billion capital budget to expand its most advanced 3-nanometer and 2-nanometer fabs, along with new CoWoS packaging plants that link CPUs, GPUs, and memory at lightning speed. Nvidia CEO Jensen Huang personally visited TSMC to request additional capacity, showing how tight advanced-node supply

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9:28

The Reality Check: Why Advanced Chipmaking Still...

Inside Taiwan ·

2025/11/10

The Reality Check: Why Advanced Chipmaking Still Belongs to AsiaAs Double 11 shatters e-commerce records across Asia, the real winners are the chipmakers powering the AI engines behind every recommendation, transaction, and the rise of a new industrial economy built on silicon and data.Q: Why is the AI manufacturing boom still centered in Asia?Even with record subsidies, the world’s most advanced manufacturing capacity has not shifted. Building a chip ecosystem takes decades of capital,

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9:32

The Six Minds Behind the AI Boom and What They See Next

Inside Taiwan ·

2025/11/07

Q: What happens when the six architects of modern AI gather in one room?They don’t talk hype, they talk infrastructure.In a rare conversation among the winners of the Queen Elizabeth Prize for Engineering, Jensen Huang, Geoffrey Hinton, Fei-Fei Li, Yann LeCun, Yoshua Bengio, and Bill Dally revealed a shared vision: AI is becoming a new kind of industrial base, one powered by computation, not coal.Q: Why Power and Compute Are Becoming the Next AI BottleneckAccording to media report, U.S

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8:52

How the Taiwan Semiconductor Trend Is Rewiring the...

Inside Taiwan ·

2025/11/06

Q1: Where is the real battle for AI dominance being fought?The center of gravity in AI has shifted from software to silicon. SoftBank’s Masayoshi Son reportedly explored a $100 billion takeover of Marvell, the U.S. chip designer behind key AI networking chips for Amazon Web Services. The move would have given SoftBank control not only of Arm’s CPU architecture but also of the data-center hardware where AI runs. The plan was halted, but the message was clear: in the AI economy, manufacturing

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9:32

The Billion-Dollar Illusion: Why Everyone’s Betting...

Inside Taiwan ·

2025/11/05

Every tech revolution starts with a dream — and ends with a reckoning.Today’s AI boom looks unstoppable. Trillions in capital are chasing the same promise: whoever builds true Artificial General Intelligence first will own the next century of technology. But beneath the excitement lies an uncomfortable truth — bubbles don’t feel like bubbles until they burst.This week’s episode of Inside Taiwan explores the paradox at the heart of the AI frenzy. Why are investors pouring billions into a

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7:49

The Real AI Bottleneck Isn’t Chips — It’s Power

Inside Taiwan ·

2025/11/04

For months, the world has obsessed over the “chip war” — who can build the fastest, smallest, and smartest silicon. But the next great AI battle won’t be fought in clean rooms. It’ll be fought in power plants.A leaked OpenAI letter to the White House revealed an uncomfortable truth: America will need to double its annual electricity generation just to keep pace with AI growth — 100 gigawatts a year, twice the entire capacity added in 2024. China, meanwhile, added more than four times that

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9:29

$5 Trillion and Counting: The AI Chip War That’s...

Inside Taiwan ·

2025/11/03

Five trillion dollars.That’s how high Nvidia’s valuation briefly soared this week—more than the GDP of Japan.But behind that headline number lies something much bigger: the quiet formation of a new global order for technology itself.We are entering an AI industrial revolution, and the real story isn’t just about who builds the smartest chips.It’s about where they’re built, who controls the ingredients, and how nations are redrawing the map of power.Here’s what’s changing:Nvidia’s Blackwell

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8:19

Two Sides of the AI Revolution: NVIDIA’s $5 Trillion...

Inside Taiwan ·

2025/10/29

There are two sides to every revolution.On one side: NVIDIA setting up a new base in Taipei, crossing a $5 trillion valuation, and redefining what global AI leadership looks like.On the other: tens of thousands of white-collar layoffs, as companies cite AI efficiency as the reason for restructuring.This week on Inside Taiwan, we explore how the world’s most valuable chipmaker and its partners are redrawing the global supply chain — and what this means for the people powering it.From

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8:32

The AI Chip Earthquake: Tesla, Samsung, and the...

Inside Taiwan ·

2025/10/28

A trillion-dollar power shift is underway in the world of AI chips — and this week, the fault lines moved.In this episode of Inside Taiwan, host Fiona Chou breaks down Tesla’s landmark $16.5 billion AI-chip partnership with Samsung — a move that could reshape the semiconductor supply chain and challenge TSMC’s dominance.From Seoul to Silicon Valley, we trace how this deal signals a new era of AI manufacturing diversification, the rise of system-level competition, and the ripple effects now

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10:06

Beyond AI: The Full-Stack Race for Chips, Networks,...

Inside Taiwan ·

2025/10/27

The narrative around AI often focuses on model releases and product demos. But the real story is unfolding deeper in the stack: the physical, national, and computational infrastructure that determines who will lead the next era of technology.This week on Inside Taiwan, four developments reveal how quickly the landscape is shifting.In Seoul, Samsung crossed the 100,000-won milestone, driven by High-Bandwidth Memory demand and renewed confidence in Chairman Lee Jae-yong’s “New Samsung”

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8:30

The Chip Power Shift: Why Tesla Just Split Production...

Inside Taiwan ·

2025/10/23

Tesla confirmed that its next-generation AI chip will be manufactured by both TSMC and Samsung. This marks a meaningful shift in how the industry thinks about risk, capacity, and geographic concentration.For the past decade, the default strategy for the most advanced chips has been single-sourcing through TSMC. Their technical leadership, operational discipline, and economics made the decision straightforward.However, as AI accelerates from early adoption into industrial deployment, the

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8:09

From Servers to Wall Street: Inside AI’s Next...

Inside Taiwan ·

2025/10/22

From the data center to the trading floor — the AI revolution is becoming real.In this week’s Inside Taiwan, I explore two stories that reveal how fast the next industrial era is being built:🔹 CoreWeave’s CEO Mike Intrator explains the “relentless demand” for AI compute — and why he says this isn’t a bubble, but the start of a new economic infrastructure.🔹 OpenAI’s “Project Mercury” aims to train models on Wall Street workflows — automating the 100-hour weeks of junior bankers to free

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8:10

Sovereign AI: The Global Power Race—and Why It All...

Inside Taiwan ·

2025/10/21

If every nation wants to be an AI superpower… who actually controls the keys?Every country wants its own AI.It’s called Sovereign AI — the idea that true national independence in the next industrial era depends on owning your own AI stack, not renting it from Silicon Valley.But here’s the catch: building it means navigating an impossible supply chain controlled by a handful of players — Nvidia, TSMC, and ASML.In this week’s Inside Taiwan, I break down the global race for AI sovereignty —

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8:58

Inside the AI Boom: The Rise and Risk of the AI Economy

Inside Taiwan ·

2025/10/20

The world’s most advanced semiconductor manufacturing is moving from Taiwan to American soil.Nvidia’s first U.S.-made Blackwell chip, produced in TSMC’s new Arizona fab, marks more than an industrial milestone — it may signal the birth of a new AI-driven economic era.In this episode of Inside Taiwan, I unpack:• What Mohamed El-Erian means by a “rational bubble”• Why TSMC Arizona is both a triumph and a risk• How IMF warnings about over-concentration could reshape markets• And the

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9:30

Building the Next Tech Era: Inside TSMC’s AI Surge,...

Inside Taiwan ·

2025/10/17

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 and high-performance computing now driving over half of its revenue.🔹 Foxconn (Hon Hai), for the first time, earns more from AI servers than from iPhones — marking a historic industrial pivot.🔹 OwlTing, a newly listed fintech, is quietly building

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8:01

The Trillion-Dollar AI Buildout: Inside TSMC’s...

Inside Taiwan ·

2025/10/16

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 week’s Inside Taiwan, I unpack how:TSMC’s record profits reflect the AI infrastructure supercycle.OpenAI’s trillion-dollar funding web reveals a new model of ecosystem finance.U.S.–China negotiations over rare earths could tilt the balance of global AI

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8:47

The New Rules of AI Manufacturing: Power, People,...

Inside Taiwan ·

2025/10/15

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 stunning U.S. import detention order over allegations of forced labor. We unpack how recruitment fees and shifting global ESG standards have created new compliance risks for Taiwan’s entire export sector.Then, we travel to the Netherlands to

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8:30

The Long AI Boom: Why Analysts Say the Supercycle...

Inside Taiwan ·

2025/10/14

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.This week on Inside Taiwan:🔹 Samsung’s Strategic Win — How it became AMD and OpenAI’s key HBM supplier🔹 TSMC’s Central Role — Still the irreplaceable foundry behind every AI alliance🔹 The Memory Boom — DRAM prices up 4×, inventory down to just

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8:29

TSMC’s Record Quarter and the Global Race for AI Power

Inside Taiwan ·

2025/10/13

TSMC’s Record Quarter and the Global Race for AI PowerAI 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 export rules in Beijing to TSMC’s record-breaking quarter and Intel’s brutally honest reflection on how it lost its edge.🔹 TSMC’s record quarter: What its 2-nanometer ramp and its 58% margins reveal about the next three years of the AI boom🔹 China’s

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