The AI gold rush is here, but the real story lies deeper in the supply chain.

In this debut episode of Inside Taiwan, we trace the invisible engine powering the AI boom: Taiwan’s semiconductor ecosystem. From TSMC’s CoWoS packaging bottleneck to the soaring demand for silicon IP and the emerging Taiwan-Japan supply-chain alliance, every link in the chain is reshaping how technology and money flow. 

You’ll discover:

• How TSMC’s CoWoS bottleneck is opening opportunities for suppliers.
• Why IP firms like Alchip and M31 are emerging as key players in the AI era.
• How Taiwan and Japan are forging a powerful semiconductor partnership.
• What Intel’s Gaudi 3 cuts could mean for Asia’s semiconductor supply chain.

Content Keywords:

• Taiwan semiconductors
• TSMC AI chips
• Silicon IP
• GPU war NVIDIA vs AMD
• CoWoS advanced packaging
• Taiwan supply chain
• Japan semiconductor ecosystem

【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.

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