Explore Taiwan’s critical role in the global AI supply chain. This research series maps the companies and infrastructure behind Nvidia AI servers and modern AI systems. … More Taiwan Tech Intelligence: Understanding the global AI supply chain Behind AI
Explore why U.S. chipmakers like Micron continue investing in Taiwan despite geopolitical risks. This analysis breaks down the AI supply chain, HBM memory, advanced packaging, and why Taiwan remains a critical global hub. … More If Taiwan Is So Risky, Why Are U.S. Chipmakers Still Investing There?
Discover how Taiwan AI supply chain shifted from Apple-dependent manufacturing to becoming the core of the global AI supply chain, powering GPUs, CoWoS packaging, and AI infrastructure. … More From Apple Dependence to the Rise of the Taiwan AI Supply Chain: How Taiwan Rebuilt Its Strategic Position in Global Technology
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
At Computex 2025, while tech leaders like NVIDIA and Qualcomm took center stage, Intel’s new CEO quietly visited Taiwan, reaffirming the island’s pivotal role in global tech strategy and the AI race. … More Onstage and Offstage at Computex 2025: The Power Plays Behind the Tech
Recently, as NVIDIA’s stock price experienced significant volatility, the market’s attention swiftly turned to the catalyst behind it—DeepSeek, an AI startup from China. Founded by 40-year-old Wenfeng Liang, DeepSeek’s AI chatbot has delivered impressive performance. However, what truly shook the market was not just its technology, but its astonishingly low training cost. DeepSeek reportedly completed … More The Rise of DeepSeek: The Sputnik Moment of the 21st Century? (DeepSeek的橫空出世，21世紀的「史普尼克時刻」？)
As AI trends become increasingly clear, individuals, organizations, and even governments worldwide are sparing no effort to explore and develop AI’s limitless possibilities. Everyone is striving to secure a foothold in this rapidly emerging AI-driven market, aiming not just to survive but to succeed. In this heated global competition, NVIDIA, the provider of core AI … More NVIDIA to Establish Overseas Headquarters in Taiwan: A New Milestone for AI Development (NVIDIA將在台灣設立海外總部：AI發展的新里程碑)