EP3-17 | VC Talks: Uly Su | 5 Tech Signals from Taiwan in 2025

In this episode, Uly examines five defining technology signals emerging from Taiwan in 2025—and explains why they matter far beyond local headlines. Rather than viewing Taiwan solely as a semiconductor manufacturing center, this conversation reframes it as a critical capability hub shaping how artificial intelligence systems scale, deploy, and sustain over the next decade.

The discussion covers TSMC’s USD 100 billion expansion in the United States, NVIDIA’s decision to establish its major R&D headquarters in Taipei, and AMD’s continued expansion of its R&D footprint in Taiwan. Uly also breaks down the strategic implications of Taiwan’s AI Basic Law, as well as the accelerating commercialization of silicon photonics and co-packaged optics (CPO) by leading Taiwanese technology companies.

Together, these developments point to a deeper shift: AI’s future growth is increasingly constrained not by models alone, but by infrastructure, hardware integration, regulation, and long-term system design. This episode offers investors, founders, and technology leaders a clearer framework for understanding why Taiwan plays a central role in the global AI roadmap—and why the AI era cannot scale without it.

本集深入解析 2025 年來自臺灣的五項關鍵科技訊號，說明這些發展為何不只是區域新聞，而是正在影響全球 AI 擴展路徑的重要因素。本集重新定位臺灣的角色，從單一的半導體製造重鎮，轉向支撐 AI 長期發展的核心能力基地。

內容涵蓋台積電在美國規模達 1,000 億美元的投資布局、NVIDIA 將重要研發總部設於台北、AMD 持續擴大在臺灣的研發投入，同時也討論《AI 基本法》對產業與技術治理的影響，以及臺灣大型科技公司加速推動矽光子與 CPO 商業化的進展。

這些訊號共同指向一個更深層的轉變：AI 的成長瓶頸，已不再只是模型能力，而是來自硬體整合、基礎設施、制度設計與長期系統規劃。本集提供投資人、創辦人與產業決策者一個清楚視角，理解為何臺灣在全球 AI 發展中占據關鍵位置，以及 AI 時代為何無法在沒有臺灣的情況下持續擴展。

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