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From Arizona to Texas? TSMC’s $265B US Expansion | The Chain Maker Interview

8.1K views · 3d ago · 27:01

[ENG中字CC] For decades, Taiwan’s chip industry has had one crucial advantage: concentration. Chip makers, suppliers and engineers work within close reach of one another, and that ecosystem has made Taiwan indispensable. Now TSMC is expanding around the world, and Texas could become its next major frontier in the United States.

Topics: Taiwan’s Chip Advantage · TSMC’s Global Expansion · Could Texas Be Next? · Texas’ Chip Ecosystem · Can America Rebuild It? · Beyond Yield: Work Culture

Is the AI Boom About to Pop? Nvidia, Jensen Huang & Taiwan’s Stock Surge｜T-Flash EP5

1.3K views · 4d ago · 27:01

Back in October 2025, Nvidia became the first company in history worth $5 trillion. So is AI the real deal, or a bubble waiting to pop? This week on T-Flash: we follow Jensen Huang’s Taiwan trip, from night-market snacks to a “trillion-dollar” dinner with the island’s chip bosses, to ask the question everyone in tech is asking right now.

Topics: Bubble or bubble tea? · Jensanity: the pop star CEO · Course one: zongzi and Jensen's Tainan roots · The signature with two H's · Course two: the Trillion-Dollar Banquet · Course three: the night market fruit lady

Would You Wear AI Glasses? Meta Leads, Taiwan Makes | T-Flash EP4

168 views · 5d ago · 27:01

Almost 2 billion people wear glasses. Mark Zuckerberg thinks most of them will soon be AI glasses. But if your glasses can see and hear everything, what about the people around you? This week on T-Flash, Dennis Xie looks at the fast-growing AI glasses market: who's buying, who's winning, and what it means for privacy.

Topics: A hidden device at OpenAI · DigiTalk: AI glasses by the numbers · Glasses built for low vision · The catch: privacy · Meta's AI glasses & the marathon runner · HTC: from phones to faces

The Next Chip War Is About Robots — and China Is Ahead | T-FLASH EP3

917 views · 1w ago · 27:01

Is the next chip war about robots? The US and China are racing to build humanoid robots for homes, factories and even the military — and right now, China is way ahead. In 2025, six of the world's top 10 humanoid robot makers were Chinese. AGIBOT alone shipped more than 5,100 robots; Figure AI, Agility and Tesla shipped about 150 each. But every humanoid is built from thousands of parts — reducers, motors, sensors, chips. That's where Taiwan comes in.

Topics: Robots that clean, drones that deliver · Welcome to T-Flash · Humanoid robots by the numbers · Rent-a-robot: cleaning homes by the hour · Who makes the robot parts? Taiwan's role · Humanoid robots and the military

Big Business or a Money Pit? Can Taiwan Build a Space Industry? | The Chain Maker Interview

2K views · 1w ago · 27:01

[ENG中字CC] Fifty years ago, Taiwan bet on silicon and won. Now a new high-stakes industry is taking shape above our heads. Taiwanese teams are building satellites, startups are selling access to launch, and the government wants Taiwan to become part of the space supply chain. But space is expensive and unforgiving, and the biggest players are already far ahead.

Topics: Taiwan’s Next Big Bet · Who Dominates Space? · Taiwan’s Space Vision · From Campus to Orbit · The Skills Taiwan Still Needs · Building a Real Space Business

Can a Flying Tesla Beat BYD? Inside the US-China EV War | T-FLASH EP2

822 views · 1w ago · 21:06

Tesla just built a Roadster that flies. But can a flying Tesla beat BYD in the US-China EV war?China's BYD now outsells Tesla in pure EVs worldwide, and Chinese carmakers are going global fast. Washington is answering with sky-high tariffs and a simple message: want to sell here? Build here. So where does Taiwan fit in? Not as the badge on the car — as the tech and manufacturing partner behind it.

Topics: Flying cars?! Tesla's new Roadster · Welcome to T-Flash · The global EV race by the numbers · US vs China: the EV war · Taiwan's way in: Foxtron × Mitsubishi · Taiwan Turn: powering AI data centers

So You Want to Study in Taiwan and Work at TSMC? | T-Flash

1.2K views · 1w ago · 10:09

Thinking about studying in Taiwan, or landing a job at TSMC, the world's largest contract chipmaker? Hear this first. Isabella (秀文), a former TSMC intern, takes us inside the bunny suit — the head-to-toe cleanroom gear chipmakers wear on the fab floor. From TSMC's Arizona fab to everyday life in Taiwan, she shares how people see chip jobs from the outside, what the work culture is really like, and what it takes to suit up every day, and who this job is really for.

Topics: Becoming a TSMC intern · Public Perception and Work Culture · Life in Taiwan · Advice for future chip workers

Why the Global AI Data Center Boom Runs Through Taiwan | The Chain Maker | Insights

2.1K views · 1w ago · 9:21

Behind the global AI data center boom is a supply chain with Taiwan at its core. In this highlight from The Chain Maker, we decode how Taiwan supplies the chips, servers, cooling technologies and power systems that keep AI infrastructure running around the world.

How Taiwan Became the World’s Chip School | An American Intern Inside TSMC | T-Flash EP1

19K views · 1w ago · 26:59

“Any living, breathing engineer has already been recruited.” The AI boom has set off a hiring frenzy, and the world is coming to Taiwan to learn how to make chips. In 1981, Taiwan’s top students had one dream: go to the US. Today, the rhyme has flipped: come to Taiwan, go to the world. In T-Flash EP1, we trace how a small island became the world’s chip school, from Morris Chang’s “Learning is local” to the KANO spirit and the “fourth-generation university.”

Topics: “Come, come, come to Taiwan” · The AI hiring frenzy · “Learning is local”: Morris Chang · From “Go to the US” to TSMC · COVID, AI and the global fab rush · The KANO spirit

Google Is Leaving China. Can India and Vietnam Take Over? | The Chain Maker Interview

21K views · 2w ago · 27:01

[ENG中文CC] Google reportedly wants to move Pixel hardware production out of China by 2027. Samsung moved early, Apple is moving gradually, and India and Vietnam are the big winners so far. But shifting final assembly is only the first step. The real test is whether suppliers, technology and talent can move with it.

Topics: Google’s China Plus One Shift · The Geopolitical Squeeze · Taiwan Talent Meets India's Floor · Race For Taiwan's Brain Trust · Vietnam Moves Up the Value Chain · Why China Is Hard to Replace

Malaysia’s AI Gold Rush — At What Cost? | The Chain Maker Interview

8.2K views · 2w ago · 9:17

Guest: Malaysia’s AI Gold Rush

Singapore built Southeast Asia’s leading data center hub. Now, Johor is attracting the next wave of investment. In this highlight from The Chain Maker, host Laurel Stewart and guest Kristy Hsu examine the evolving relationship between Singapore and Johor: are they competing for AI data center investment, or building a powerful cross-border technology hub together?

America’s AI Data Center Boom: Who Pays for the Power? | The Chain Maker Interview

640 views · 2w ago · 7:47

AI data centers need enormous amounts of electricity. Across the US, some communities are pushing back over rising utility costs, pressure on the power grid and plans for even more facilities. In July, New York introduced a one-year moratorium on new data centers of 50 megawatts or more. It is the clearest sign yet that the AI infrastructure boom is running into local limits on power, water and community acceptance. But will the US really slow down?

Is India Building an AI Data Center Powerhouse, or Serving Big Tech? | The Chain Maker Interview

1.4K views · 2w ago · 9:43

Is India building an AI data center powerhouse, or infrastructure designed primarily to serve global Big Tech? In this highlight from The Chain Maker, host Laurel Stewart and guest Anwesha Sen (Programme Manager, Takshashila Institution, India) discuss India’s race to build local compute capacity, the billions flowing into AI infrastructure, and the growing pressure on power and water supplies.