ABOUT THIS PODCAST 🔗
Inside Taiwan distills 200 stories a day from over 30 trusted Traditional Chinese and English sources into a ten-minute executive briefing on semiconductors, AI, and energy, shaping the world’s most valuable supply chain. It’s an AI-powered signal over noise for global investors and decision-makers. New episodes every Monday to Thursday, weekly.
Hosts:
Update frequency:
daily
Average audio length:
10 minutes
Guest interviews
English
United States
66 episodes
since Oct. 6, 2025
episodic
LATEST EPISODE 🔗
Why Is The Global AI War Now A Battle Of 'Ferrari vs. Prius'?
This episode of Inside Taiwan analyzes the new Pax Silica alliance between the U.S. and Taiwan and Jensen Huang’s updates on Nvidia operations. We examine the shift in investor sentiment toward AI monetization, the looming memory chip sh…
PREVIOUS EPISODES 🔗
How can investors map the AI empire being built through chips, power grids, and policy?
Inside Taiwan tracks the physical foundations of AI: chip export rules, China’s self-sufficiency push, Intel’s 18A manufacturing test, OpenAI’s government data center strategy, and the looming power crunch, glob…
How can investors map the AI empire being built through chips, power grids, and policy?
Inside Taiwan tracks the physical foundations of AI: chip export rules, China’s self-sufficiency push, Intel’s 18A manufacturing test, OpenAI’s government data center strategy, and the looming power crunch, glob…
Why did Davos at the World Economic Forum connect Taiwan’s chip deal to AI’s trillion dollar infrastructure era?
Inside Taiwan connects three dots that global investors cannot ignore. A Taiwan United States trade pact that cuts tariffs from 20% to 15% and pairs it with US$250B in investment plus US…
Why Taiwan’s “Tech Moat” Matters More Than Ever in the AI Boom?
Inside Taiwan connects the dots between a new U.S.–Taiwan “democratic supply chain” pact, record-breaking AI-driven export orders, fresh geopolitical friction around Nvidia’s H200, and the energy shock from data centers. We end on Taiw…
Today’s Inside Taiwan explains why AI is shifting from a chip narrative to a chokepoint trade. Taiwan sits at the center because its ecosystem translates demand into output. The constraint is moving upstream from tools to physical readiness: power, permitting, construction throughput, and the speci…
Inside Taiwan, Jan 15, 2026. TSMC just reset the AI hardware spending curve with a $52B to $56B 2026 capex plan and a record Q4 profit jump. The ripple effect hit ASML, HBM suppliers, trade policy, and even national power grids. This episode connects the money, the bottlenecks, and the geopolitical…
Why Is the AI Chip War Turning Into a Multi-Billion-Dollar Supply Shock, and a Power Bill Backlash?
Inside Taiwan tracks how the AI boom is reshaping the world’s most valuable supply chain. This episode follows Nvidia’s H200 whiplash in China, the energy bottlenecks behind data centers, Taiwan’s Co…
Why Is the AI Boom Turning Into a Power, Packaging, and Balance Sheet War That Picks the Next Trillion-Dollar Winners?
Q: Why is Meta’s “Meta Compute” reorg a financial markets story, not just an engineering story?A: Because Meta is pursuing “personal superintelligence” and says its compute could c…
Why Is Taiwan Becoming an AI Investment Magnet, Not Just the World’s Chip Factory?
Inside Taiwan connects this week’s biggest AI supply chain signals, from Taipei’s new national AI push to server demand shifts and the AI model arms race. We explain the NT$100B fund, talent goals, K-shaped growth ri…
Disclaimer: The podcast and artwork embedded on this page are from KimFion Lab, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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