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
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
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
==== In recent years, China’s rapid expansion in the mature-node semiconductor foundry sector has had profound effects on the global market. Chinese players like SMIC and Hua Hong Semiconductor have significantly increased production capacity, intensifying competition in the 28nm and above process technologies. Backed by strong government support, policy subsidies, and scale advantages, these companies … More Strategic Implications of a Potential UMC and GlobalFoundries Merger Amid China’s Mature Node Expansion (中國大陸成熟製程擴張的壓力：UMC與GlobalFoundries的潛在合併)