Tag: 半導體

Google Nvidia Taiwan: How the Global AI Compute War Has Landed in Taipei — and Why Taiwan Is Becoming Ground Zero

Google Nvidia Taiwan: How the Global AI Compute War Has Landed in Taipei — and Why Taiwan Is Becoming Ground Zero

2025-12-04

Google Nvidia Taiwan — two global AI giants now expanding aggressively in Taipei. Google’s TPU push and Nvidia’s GPU dominance are colliding, turning Taiwan into the strategic center of the AI compute war. Here’s how it reshapes data centers, supply chains, and the future of AI hardware. … More Google Nvidia Taiwan: How the Global AI Compute War Has Landed in Taipei — and Why Taiwan Is Becoming Ground Zero

TSMC Intel 2nm Crisis: How a Legal Battle Escalated Into a U.S.–Taiwan Geopolitical Standoff

TSMC Intel 2nm Crisis: How a Legal Battle Escalated Into a U.S.–Taiwan Geopolitical Standoff

2025-12-01

The TSMC Intel 2nm dispute has escalated into a national-level legal and geopolitical crisis. TSMC’s lawsuit against former executive Wei-Jen Lo triggered NT$2B asset freezes, Intel’s response, and even comments from the U.S. State Department. Here’s the full global analysis. … More TSMC Intel 2nm Crisis: How a Legal Battle Escalated Into a U.S.–Taiwan Geopolitical Standoff

A Turning Point in Taiwan–South Korea Export Rivalry: Supply Chains in the Age of AI

A Turning Point in Taiwan–South Korea Export Rivalry: Supply Chains in the Age of AI

2025-09-15

台韓出口競爭的新轉捩點：AI時代的供應鏈重分配 ==== A Turning Point in Taiwan–South Korea Export Rivalry: Supply Chains in the Age of AI Taiwan and South Korea, two of the “Asian Tigers,” have long been partners and rivals on the global economic stage. Both rose through export-led industrialization, yet their development paths diverged: South Korea became known for its diversified industries … More A Turning Point in Taiwan–South Korea Export Rivalry: Supply Chains in the Age of AI

From Rivalry to Partnership: Taiwan and Korea Partner with Semiconductor Transformation

From Rivalry to Partnership: Taiwan and Korea Partner with Semiconductor Transformation

2025-06-07

Discover how Taiwan and Korea Partner with semiconductor industries have transformed from intense competition in display and memory to strategic AI collaboration, shaping the future of the global AI supply chain. … More From Rivalry to Partnership: Taiwan and Korea Partner with Semiconductor Transformation

Taiwan’s Q1 2025 Economic Growth: Strong Tech Exports Drive Performance While Domestic Demand Lags

2025-05-05

台灣2025 Q1經濟成長亮眼，高科技出口撐起全局，內需與傳統產業仍乏力 … More Taiwan’s Q1 2025 Economic Growth: Strong Tech Exports Drive Performance While Domestic Demand Lags

Trump Continues to Impose Tariffs on Chinese Goods: Is This an Opportunity for Taiwan’s Mature Process Semiconductor Manufacturers? (川普對中國商品持續加徵關稅，台灣成熟製程半導體廠商的機會是否來臨？)

2025-03-05

Trump continues to impose comprehensive tariffs on Chinese imports, including semiconductor products. This policy could not only reshape the global semiconductor supply chain but also create new market opportunities for Taiwan’s mature process foundries—such as UMC, PSMC, and VIS. 1. U.S. Semiconductor Demand and the Role of Mature Process Technology Global Semiconductor Market Demand Distribution … More Trump Continues to Impose Tariffs on Chinese Goods: Is This an Opportunity for Taiwan’s Mature Process Semiconductor Manufacturers? (川普對中國商品持續加徵關稅，台灣成熟製程半導體廠商的機會是否來臨？)

Visiting TSMC Kaohsiung Fab 22: The World’s Most Advanced Semiconductor Plant (走訪台積電高雄廠 Fab 22：全球最先進半導體廠房)

2025-02-22

First Encounter: A Colossal Technological Giant During the recent Lunar New Year holiday, I took a detour to Houjin in Kaohsiung and made a special stop at the under-construction TSMC Kaohsiung Fab 22. Standing in front of this massive, ultra-modern building complex, I truly felt how small I was in comparison. The overwhelming scale and … More Visiting TSMC Kaohsiung Fab 22: The World’s Most Advanced Semiconductor Plant (走訪台積電高雄廠 Fab 22：全球最先進半導體廠房)

[Business] 推薦Podcast：BBC Business Daily – The Great Semiconductor Shortage

2021-02-25

(本篇文章的內容及照片引用及參考BBC、Finantial Times) 在台灣，大部分人應該每天上下班都需要通勤，通勤方式可能使大眾運輸或是自行開車，在這通勤單趟幾十分鐘至一小時的過程當中，除了在大眾運輸上可以看影片、玩遊戲、或是睡覺養神以外，應該有越來越多人會選擇收聽Podcasts，尤其開車的人沒辦法看影片玩遊戲睡覺，只需要耳朵收聽的Podcasts無疑在通勤時是一個相當不錯的運用時間的方式。 但是網路上有這麼多的Podcasts，該怎麼選擇呢？ 我個人是蠻推薦<BBC Business Daily>這個BBC的Podcasts的，每週的每個Weekday都會有一個Episode更新，每次Episode約20分鐘，這20分鐘會以一個主題為主去報導和探討，除了內容跟商業時事緊密相關以外，Podcasts的英語是清晰好聽且速度不會太快的英國口音，因此除了吸收新知，同時也是很好的練習英文聽力的工具。 如果你也想開始試試看收聽這個Podcasts的話，建議可以考慮從近期最跟台灣相關的一個Episode開始，也就是2021.2.17的<The great semiconductor shortage>，在這集Podcasts當中，會從全世界現在半導體大缺貨的市場現況開始介紹，再進一步說明全世界半導體產業現在的主要廠商及其競爭概況，然後帶入台灣在全球科技產業當中的關鍵位置，以及台灣在全世界的經濟供應鏈角色和特殊的政治情勢；由於這集內容跟台灣息息相關，因此除了會讓台灣人感到親切以外，也可以從外部的角度來了解大家是怎麼看我們的，這似乎也是很有趣的對嗎？ 以上是我的分享，也希望交流大家有推薦那些其他的Podcasts唷~ 😀