TSMC $100B U.S. Investment: Taiwan Semiconductor Supremacy & the Chip Race | CONNECTED Chip Island

Описание: In a staggering move, Taiwan’s semiconductor giant TSMC has announced an extra US$100 billion investment in U.S. manufacturing following pressure from the Trump administration. This left many wondering: What’s the future for TSMC, which Trump called ‘the world’s most powerful company’? And could we soon see Taiwan’s global semiconductor supremacy fade?

Featuring: Kristy Hsu (徐遵慈), director of the Taiwan ASEAN Studies Center at the Chung-Hua Institution for Economic Research, and Dan Nystedt, research analyst at TriOrient Investments

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00:00 TSMC’s US$100B investment
01:19 So what exactly is TSMC building in the US?
02:00 TSMC’s R&D center in the U.S.: what to expect?
03:21 Is concentrating investment in the U.S. a good idea?
05:20 Investment’s scale — ‘historic’ and ‘concerning’
06:26 Is Taiwan giving away its semiconductor advantage?
08:15 Taiwan’s ‘Silicon shield’ stays
09:34 Trump’s take: ‘TSMC has a monopoly’
10:04 If not for Trump, would this have happened?
12:38 Taiwan’s dominance in numbers
14:13 TSMC’s leading role in AI
15:10 Why Intel and Samsung struggle to catch up
17:34 Can China rival Taiwan in chip production?
19:51 Chris Miller: How AI drives chip demand and U.S. chip policy
21:23 The global race for AI and semiconductor self-sufficiency
23:40 Partnerships and decentralization in chip manufacturing

#TSMC #TaiwanSemiconductor #ChipWar

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