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 race
01:50 Judy's path from Reuters markets desk, and what Semicon is
06:33 A record 18 pavilions: Catalonia, Chihuahua, Finland, and Dresden's ripple effect
11:55 Why countries want in: complementary tech, reversal of roles, and China's absence
17:11 The legacy-chip risk, TSMC's dominance, and path dependency
24:55 Chip bubble fear and why everyone should care about Semicon
Host: Kwangyin Liu, Deputy Managing Editor, CommonWealth Magazine
Guest: Judy Lin, founder of TechSoda
Producers: Yayuan Chang, Weiru Wang
＊Read more：https://english.cw.com.tw
＊Share your thoughts：bill@cw.com.tw
Powered by Firstory Hosting
