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Why Is the Future of the World’s AI Chips Being Decided in Taiwan?
Why Is the Future of the World’s AI Chips Being Decided in Taiwan?
Why does the U.S. need Taiwan’s semiconductor expertise now more than ever?
Because Washington cannot fix its talent gap alone. Reuters reports the U.S. is negotiating a deal that lowers Taiwan’s 20 percent export tariff in exchange for Taiwanese investment and on-the-ground engineering support. TSMC would send teams to train American workers, addressing the labor shortage C. C. Wei highlighted when he said Arizona’s fab took twice as long to build as one in Taiwan. Capital can build fabs, but only Taiwan can supply the deep know-how needed to run them.
Is Meta’s potential shift to Google TPUs a real challenge to Nvidia’s dominance?
It signals pressure, not a power shift. Taiwan’s CNA says Meta will test Google TPUs next year and consider adoption by 2027. Nvidia’s moat remains CUDA, the ecosystem developers rely on. But rising costs are pushing experimentation. Pegatron chairman Tung Tzu-hsien notes that no matter who designs the chip, the manufacturing still ends up at TSMC. Competition may intensify, but Taiwan stays at the center of advanced AI hardware.
Are we in an AI bubble or entering a decade-long AI super cycle?
Industry leaders say the growth is real. Foxconn CEO Yang Chiu-chin points to more than 600 billion dollars already invested by global cloud providers and over 4.4 billion in expected AI data center spend in 2025. Foxconn itself is investing 1.4 billion in Taiwan and expanding partnerships with Nvidia and Stellantis. Venture investors also view demand as structural, not speculative. With Taiwan anchoring the manufacturing base, the cycle is only beginning.
Listen to the podcast for the full analysis and daily briefings.
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By KimFion LabWhy Is the Future of the World’s AI Chips Being Decided in Taiwan?
Why does the U.S. need Taiwan’s semiconductor expertise now more than ever?
Because Washington cannot fix its talent gap alone. Reuters reports the U.S. is negotiating a deal that lowers Taiwan’s 20 percent export tariff in exchange for Taiwanese investment and on-the-ground engineering support. TSMC would send teams to train American workers, addressing the labor shortage C. C. Wei highlighted when he said Arizona’s fab took twice as long to build as one in Taiwan. Capital can build fabs, but only Taiwan can supply the deep know-how needed to run them.
Is Meta’s potential shift to Google TPUs a real challenge to Nvidia’s dominance?
It signals pressure, not a power shift. Taiwan’s CNA says Meta will test Google TPUs next year and consider adoption by 2027. Nvidia’s moat remains CUDA, the ecosystem developers rely on. But rising costs are pushing experimentation. Pegatron chairman Tung Tzu-hsien notes that no matter who designs the chip, the manufacturing still ends up at TSMC. Competition may intensify, but Taiwan stays at the center of advanced AI hardware.
Are we in an AI bubble or entering a decade-long AI super cycle?
Industry leaders say the growth is real. Foxconn CEO Yang Chiu-chin points to more than 600 billion dollars already invested by global cloud providers and over 4.4 billion in expected AI data center spend in 2025. Foxconn itself is investing 1.4 billion in Taiwan and expanding partnerships with Nvidia and Stellantis. Venture investors also view demand as structural, not speculative. With Taiwan anchoring the manufacturing base, the cycle is only beginning.
Listen to the podcast for the full analysis and daily briefings.