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How the Taiwan Semiconductor Trend Is Rewiring the Global Supply Chain
Q1: Where is the real battle for AI dominance being fought?
The center of gravity in AI has shifted from software to silicon. SoftBank’s Masayoshi Son reportedly explored a $100 billion takeover of Marvell, the U.S. chip designer behind key AI networking chips for Amazon Web Services. The move would have given SoftBank control not only of Arm’s CPU architecture but also of the data-center hardware where AI runs. The plan was halted, but the message was clear: in the AI economy, manufacturing is strategy.
Q2: Why are chip bottlenecks deepening despite record investment?
The world’s semiconductor capacity boom has not solved the scarcity problem—it has moved it. Tesla’s next-gen AI5 chip, built by TSMC and Samsung, has been pushed to 2027, revealing global shortages in advanced packaging. Nexperia, owned by China’s Wingtech, warned it could not guarantee chip quality packaged in China after October 2025, following Dutch state intervention. Meanwhile, Tokyo Ohka Kogyo and JSR, which control over 90% of the global photoresist market, are investing hundreds of millions in new 2-nanometer material capacity. The chokepoints of the global supply chain now lie in chemistry, not circuits.
Q3: How is AI transforming the global energy equation?
AI’s physical hunger is now measured in gigawatts. Babcock & Wilcox signed a $1.5 billion contract to build a 1-GW gas-fired plant—enough to power 750,000 homes—to serve one AI data center. After two decades of flat demand, U.S. electricity use is projected to surge by 2028, driven largely by data-center expansion. In response, Taiwan’s Ministry of Economic Affairs introduced new Power Usage Effectiveness (PUE) rules to improve data-center efficiency. Meta has purchased 3 GW of renewables this year, while Google’s Project Suncatcher plans to launch orbital solar-powered AI data centers by 2027. The race for AI dominance is becoming a race for sustainable power.
Q4: What drives Taiwan’s semiconductor growth amid the global supply chain realignment?
Despite rising geopolitical risks, Taiwan’s outlook remains strong. KGI Investment revised profit forecasts for local chipmakers upward by 22% for 2026, while global chip capex is set to reach $200 billion with over 25% allocated to Taiwan. As U.S. cloud providers expand capital spending by 30% next year, the ripple effects strengthen Taiwan’s ecosystem—from wafers to cooling systems. What the world calls the global supply chain, Taiwan calls home.
Listen to the full episode: Inside Taiwan — How the Taiwan Semiconductor Trend Is Redefining the Global Supply 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. It’s an AI-powered signal over noise for global investors and decision-makers navigating the world’s most valuable supply chain.
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By KimFion LabQ1: Where is the real battle for AI dominance being fought?
The center of gravity in AI has shifted from software to silicon. SoftBank’s Masayoshi Son reportedly explored a $100 billion takeover of Marvell, the U.S. chip designer behind key AI networking chips for Amazon Web Services. The move would have given SoftBank control not only of Arm’s CPU architecture but also of the data-center hardware where AI runs. The plan was halted, but the message was clear: in the AI economy, manufacturing is strategy.
Q2: Why are chip bottlenecks deepening despite record investment?
The world’s semiconductor capacity boom has not solved the scarcity problem—it has moved it. Tesla’s next-gen AI5 chip, built by TSMC and Samsung, has been pushed to 2027, revealing global shortages in advanced packaging. Nexperia, owned by China’s Wingtech, warned it could not guarantee chip quality packaged in China after October 2025, following Dutch state intervention. Meanwhile, Tokyo Ohka Kogyo and JSR, which control over 90% of the global photoresist market, are investing hundreds of millions in new 2-nanometer material capacity. The chokepoints of the global supply chain now lie in chemistry, not circuits.
Q3: How is AI transforming the global energy equation?
AI’s physical hunger is now measured in gigawatts. Babcock & Wilcox signed a $1.5 billion contract to build a 1-GW gas-fired plant—enough to power 750,000 homes—to serve one AI data center. After two decades of flat demand, U.S. electricity use is projected to surge by 2028, driven largely by data-center expansion. In response, Taiwan’s Ministry of Economic Affairs introduced new Power Usage Effectiveness (PUE) rules to improve data-center efficiency. Meta has purchased 3 GW of renewables this year, while Google’s Project Suncatcher plans to launch orbital solar-powered AI data centers by 2027. The race for AI dominance is becoming a race for sustainable power.
Q4: What drives Taiwan’s semiconductor growth amid the global supply chain realignment?
Despite rising geopolitical risks, Taiwan’s outlook remains strong. KGI Investment revised profit forecasts for local chipmakers upward by 22% for 2026, while global chip capex is set to reach $200 billion with over 25% allocated to Taiwan. As U.S. cloud providers expand capital spending by 30% next year, the ripple effects strengthen Taiwan’s ecosystem—from wafers to cooling systems. What the world calls the global supply chain, Taiwan calls home.
Listen to the full episode: Inside Taiwan — How the Taiwan Semiconductor Trend Is Redefining the Global Supply 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. It’s an AI-powered signal over noise for global investors and decision-makers navigating the world’s most valuable supply chain.