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 billions in potential revenue.
• Elon Musk’s reported $18B data-center push with xAI, and the 300,000 more Nvidia GPUs that come with it.
• Samsung and SK hynix’s massive HBM wafer commitments to OpenAI’s Stargate project.
• The “everything rally”: stocks, Bitcoin, and gold all surging on the same wave of liquidity.
• Why Taiwan’s supply chain, from TSMC to Foxconn, continues to play a pivotal role regardless of the AI chip race outcome.
• Developments in Asia, from U.S. supply-chain initiatives to Japan’s leadership transition and market reaction.

Content Keywords:

• AI
• Artificial Intelligence
• Semiconductors
• TSMC
• Taiwan
• Nvidia
• AMD
• Open AI
• Supply Chain
• Dell
• Chips
• Innovation

【About the Show】
Inside Taiwan distills 200 stories a day from over 30 trusted Traditional Chinese and English sources into a ten-minute executive briefing. Powered by KimFion Lab, it’s an AI-powered signal over noise for global investors and decision-makers navigating the world’s most valuable supply chain.

Inside Taiwan: https://www.linkedin.com/showcase/inside-taiwan/
KimFion Lab LinkedIn: https://www.linkedin.com/company/kimfion-lab/