Why Semicon Taiwan Becomes a Beauty Pageant of Global Suppliers【Taiwanology Ep. 63】

Taiwan's biggest semiconductor trade show just got more international. This year, Semicon Taiwan marks its 30th anniversary with a record 18 national pavilions, from the US to Mexico and Finland. Veteran tech journalist Judy Lin explains why so many countries now want proximity to Taiwan's chip ecosystem. Plus: whether AI chip demand is real or a bubble.Episode highlights:00:30 Why watch Taipei for the AI race01:50 Judy's path from Reuters markets desk, and what Semicon is06:33 A record 18 pavilions: Catalonia, Chihuahua, Finland, and Dresden's ripple effect11:55 Why countries want in: complementary tech, reversal of roles, and China's absence17:11 The legacy-chip risk, TSMC's dominance, and path dependency24:55 Chip bubble fear and why everyone should care about SemiconHost: Kwangyin Liu, Deputy Managing Editor, CommonWealth MagazineGuest: Judy Lin, founder of TechSodaProducers: Yayuan Chang, Weiru Wang＊Read more：https://english.cw.com.tw＊Share your thoughts：[email protected] Powered by Firstory Hosting