Building the Next Tech Era: Inside TSMC’s AI Surge, Foxconn’s Shift, and Taiwan’s Fintech Frontier
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 jus...
17 Loka 20259min
The Trillion-Dollar AI Buildout: Inside TSMC’s Record-Breaking Profits and OpenAI’s Funding Web
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...
16 Loka 20258min
The New Rules of AI Manufacturing: Power, People, and Precision
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 Manufacturin...
15 Loka 20258min
The Long AI Boom: Why Analysts Say the Supercycle Could Last Through 2030
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 ...
14 Loka 20258min
TSMC’s Record Quarter and the Global Race for AI Power
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 ...
13 Loka 20258min
The AI Trillion-Dollar Question: Boom, Bubble, or the Next Industrial Age?
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...
10 Loka 202510min
Taiwan’s Quiet Revolution: From Chip War to the AI Foundry Age
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 thi...
9 Loka 202510min
The AI Super-Cycle: Taiwan’s Supply Chain, Alliances, and Liquidity
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...
8 Loka 202510min
