【Taiwanology Ep.46】TSMC, AI, and the Chip War: Can Taiwan Stay Indispensable?

What does it mean when the world’s most advanced chipmaker—Taiwan’s TSMC—pledges $100 billion to make advanced chips in the US? It’s more than just a business move. In this episode, we explore the geopolitical stakes, national security concerns, and the race for tech dominance between the U.S. and its rivals. Our guest, Jeremy Chang, CEO of Taiwan’s think tank DSET, joins us to unpack how this historic investment might reshape the global semiconductor landscape—and whether TSMC can remain at the top.

- [2:45] How Taiwan’s first tech geopolitics think tank got its start
- [9:10] The tight rope: Taiwan’s delicate balancing act
- [15:12] Why the U.S. is hungry for advanced chips—and what AI has to do with It
- [19:10] Will betting big on the U.S. hurt TSMC’s edge? 
- [22:10] If America makes its own chips, is Taiwan still worth defending?

Host: Kwangyin Liu, Senior Managing Editor of CommonWealth Magazine
Guest: Jeremy Chih Cheng Chang, CEO of DSET
Producers: Yayuan Chang, Weiru Wang

＊Read more about the insider information surrounding TSMC's investment in Intel: https://english.cw.com.tw/article/article.action?id=4006
＊Share your thoughts: bill@cw.com.tw