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 foundations of deep-tech innovation.

🔹 AI financing flywheel: how NVIDIA’s “circular financing” fuels OpenAI, xAI, and CoreWeave
🔹 Two-speed supply chain: why advanced AI chips soar while mature foundries tighten margins
🔹 ASML & TSMC’s AI moat: the co-development culture no one else can replicate
🔹 AI and work: how automation is rewriting early-career opportunities and skills for the next decade

The AI buildout isn’t just a tech story — it’s the architecture of the next industrial age.

Keywords:
#AI #ArtificialIntelligence #Semiconductors #TSMC #NVIDIA #ASML #OpenAI #SupplyChain #TechPodcast #InsideTaiwan #AIRevolution #DataCenters #Economy #FutureOfWork

【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 LinkedIn Page
KimFionLinkedIn Page

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-play foundry model, and how it unlocked the global fabless revolution.
• The 1970s pioneers who built Taiwan’s semiconductor foundation, including Dr. Shih Chin-tay and the “fire-seed” team at ITRI.
• The new “AI Foundry” vision proposed by former Science Minister Chen Liang-gee positions Taiwan as a global provider of customized AI capability.
• Why open-source AI is key to Taiwan’s next wave of innovation, as explained by Taiwan Mobile’s CIO.
• The practical economics of renting NVIDIA H200 GPUs, and why local cloud providers like GMI Cloud offer strategic advantages in latency, cost, and data sovereignty.
• The hidden cultural engine behind it all, Taiwan’s unique spirit of resilience and collaboration, from “Shovel Supermen” to semiconductor partnerships with ASML.

At its core, this is a story about endurance, reinvention, and quiet power, the human code behind Taiwan’s technological leadership.

Listen to how a spirit born from survival is shaping the future of the AI age.

Keywords:
Taiwan semiconductor industry, TSMC, ITRI, UMC, AI Foundry, open-source AI, NVIDIA H200, GMI Cloud, AI infrastructure, CoWoS, Taiwan supply chain, AI ecosystem, Chip Peace, ASML, Taiwan resilience, tech culture, AI strategy, global AI value chain

【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 LinkedIn Page
KimFion Lab LinkedIn Page

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/

The AI gold rush is fueling record highs in semiconductor stocks, but cracks are appearing beneath the surface. In this debut episode of Inside Taiwan, we dive into the paradox shaping markets today: Wall Street euphoria versus economic warning signs.

We trace the story from recent headlines, TSMC’s advanced packaging bottleneck, Intel’s reported foundry discussions, and Samsung’s mega-bet on HBM memory, back to the pioneers who built Taiwan’s semiconductor ecosystem brick by brick. Along the way, we uncover how Taiwan’s “chip peace” philosophy, Japan’s rising partnership, and a looming $1.5 trillion funding gap are redefining the future of AI.

You’ll discover:

• Why TSMC’s CoWoS packaging is the hottest bottleneck in AI.
• How fabless design companies reshaped the industry and made NVIDIA possible.
• What “Chip Peace” means, and why it matters more than “Chip War.”
• Why Japan’s materials and equipment synergy with Taiwan is creating a new regional powerhouse.
• The trillion-dollar question: can the AI revolution survive if cheap capital runs dry?

Content Keywords:

• Taiwan semiconductors
• TSMC
• semiconductor supply chain
• advanced packaging / CoWoS
• silicon IP
• fabless chip design
• GPU war
• NVIDIA
• AMD
• HBM memory
• RCA

Want to learn more about Taiwan’s semiconductor journey? Check out the documentary A Chip Odyssey.

【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 LinkedIn Page
• KimFionLinkedIn Page