【Taiwanology Ep.45】TSMC, Intel, and Trump’s Chip Gambit

Donald Trump’s return to the White House is shaking up the global semiconductor industry. Rumors are swirling that he wants TSMC to bail out Intel, raising big questions about Taiwan’s role in the U.S.-China tech war. Could TSMC realistically “save” its American rival? And what does this mean for Taiwan’s long-term competitiveness and the so-called Silicon Shield? We break it all down with Rocky Uriankhai, a leading expert on geopolitics and tech.

- How Taiwan became a semiconductor powerhouse [3:40]
- Why are there rumors that Trump wants TSMC to help Intel? [6:45]
- Why isn’t TSMC’s U.S. fab expansion enough? [12:10]
- What are the real scenarios for TSMC “saving” Intel? [14:30]
- Could this jeopardize TSMC’s long-term competitiveness? [19:35]
- Why the "Silicon Shield" might not protect Taiwan [25:35]

Host: Kwangyin Liu, Senior Managing Editor of CommonWealth Magazine
Guests: Rocky Uriankhai, CEO of SciTech Power Research

＊Read more about the insider information surrounding TSMC's investment in Intel: https://english.cw.com.tw/article/article.action?id=3971
＊Share your thoughts: bill@cw.com.tw

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