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Taiwanology

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Jun 25, 2024 • 45min

【Taiwanology Ep.28】Why U.S. Companies are Still Betting Big on Taiwan

American investment plays a vital role in Taiwan's economy. The US ranks as Taiwan's second-largest source of foreign direct investment, and is also its second-largest trading partner. Beyond these impressive figures, the U.S. stands as Taiwan’s most significant strategic ally. Following the latest edition of AmCham's annual White Paper, we talked to AmCham Chairperson Dan Silver on why U.S. businesses remain optimistic about Taiwan's growth and opportunities despite rising geopolitical tensions. 06:50 - AmCham's role in shaping the Taiwan Relations Act 16:05 - Why does AmCham publish a Taiwan White Paper each year? 26:04 - Why should Taiwanese people care about what this White Paper has to say? 33:55 - Why do most U.S. businesses remain bullish on investing in Taiwan? Host: Kwangyin Liu Guest: Dan Silver, Chairperson of AmCham in Taiwan Producers: Weiru Wang, Billy Wu *Read more about how AmCham Taiwan facilitated the birth of Taiwan Relations Act: https://english.cw.com.tw/article/article.action?id=3336 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Jun 11, 2024 • 42min

【Taiwanology Ep.27】Why Taiwan provides most of the world's industrial computers

When you hear “industrial computers,” you might think of robotic arms on assembly lines or power plants. But the new generation of industrial computing comes in all shapes and sizes, from conveyor belt sushi restaurants to cashier systems in cafes and supermarkets. Our guest today calls it “AIoT”—Artificial Intelligence of Things combined with Edge Computing—powering devices from Las Vegas slot machines to Israel's Iron Dome. 70% of these vital computers are made by Taiwanese companies. We unpack Taiwan's tech prowess with Chaney Ho, one of the co-founders of the world's largest industrial computing company. 05:30 - How Advantech started and why was the navy its first customer? 13:20 - How industrial computers determine our daily lives? 23:16 - What is "edge computing" and what does it have to do with industrial computing? 29:10 - Why Taiwanese companies provide over 70% of the world's industrial computers Host: Kwangyin Liu Guest: Chaney Ho, Co-founder of Advantech Producers: Weiru Wang, Billy Wu *Read more about how Taiwan's industrial computers: https://english.cw.com.tw/article/article.action?id=3386 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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May 28, 2024 • 51min

【Taiwanology Ep.26】On being environmental journalists in Taiwan feat. TaiwanPlus

In this special episode, we delve into the challenges faced by environmental journalists in Taiwan. Dr. Aziz Mulla, himself an expert in preserving Taiwan's coral reefs, had an in-depth interview with Kwangyin and Sally Jensen, an environmental reporter for the TV station TaiwanPlus. This episode was recorded in January and was first aired February 8, 2024. 16:20 - How to make environment journalism relevant for a larger audience 21:50 - What can Taiwan do to curb the climate disaster? 34:10 - How can business protect the climate and also be profitable? 43:35 - What can be done to improve the education system? Host: Dr. Aziz Mulla Guests: Kwangyin Liu, Managing Editor of CommonWealth Magazine; Sally Jensen, reporter for TaiwanPlus. Producers: Weiru Wang, Ian Huang, Billy Wu, Morris Chen, David Kao *Read more about Taiwan's efforts to revive coral reefs: https://english.cw.com.tw/article/article.action?id=3320 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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May 14, 2024 • 38min

【Taiwanology Ep.25】How can Taiwan build more renewable energy?

Taiwan faces challenges in ramping up renewable energy, with only 10% of electricity coming from renewables. Solar deployment is tough, offshore wind faces headwinds, and geothermal potential remains untapped. How badly does Taiwan want renewables? Policy hurdles and slow decision-making processes hinder progress, while innovative approaches like combining aquaculture and solar panels show promise. Collaboration between policymakers and industry is crucial for Taiwan's energy future.
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Apr 23, 2024 • 30min

【Taiwanology Ep.24】How worried should we be about China's exporting deflation?

Pundits and policymakers in the US and Europe are increasingly worried that, as China's economy slows down, China’s excess manufacturing capacity might overflow the world with cheap imports, ranging from steel, solar panels, to electric cars. Moreover, what's looming on the horizon are legacy semiconductors. How worried should we be? What can be done to mitigate the impact of Chinese overcapacity? 5:00 - In global trade, we have seen "China shock" before. What's different this time? 7:27 - The three major impacts brought by the Chinese overcapacity 8:55 - Will there be Chinese overcapacity in semiconductors? 15:25 - Why is it unlikely for cheap EVs to flood Taiwan streets? 21:36 - What would be the impacts if China increases domestic chip production and utilization? Host: Kwangyin Liu Guest: Silva Shih, China editor, CommonWealth Magazine Producers: Weiru Wang, Ian Huang *Read more about how China's overcapacity impacts world economy: https://english.cw.com.tw/article/article.action?id=3670 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Apr 9, 2024 • 28min

【Taiwanology Ep.23】What’s behind Taiwan’s ETF craze?

An ETF allows an investor to invest in a basket of different investments. For some reason, high dividend ETF products have been all the rage in Taiwan in recent years. According to J.P. Morgan Asset Management, Taiwan's ETF asset size saw the highest in the world, growing 23-fold over the past five years. Why are Taiwanese investors so obsessed with high dividend ETFs? What does it tell us about Taiwan’s investment environment? Our money correspondent Lisa Lin helps us unpack this phenomenon. 6:13 - How popular is high-dividend ETF in Taiwan? 10:01 - Why do Taiwanese investors love this kind of ETF? 19:20 - Why are Taiwan's real estate prices so high? 23:45 - How to introduce more products for Taiwanese to invest in Host: Kwangyin Liu Guest: Lisa Lin, Finance Correspondent, CommonWealth Magazine Producers: Weiru Wang, Ian Huang *Read more about Taiwan's high-dividend ETF craze: https://bit.ly/3vLxACQ *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Mar 26, 2024 • 38min

【Taiwanology Ep.22】How Taiwan can grow its population

With an aging population and the world's lowest birth rate, Taiwan is grappling with a demographic imbalance that threatens its economic vitality. Join us as we explore why revamping immigration regulations to attract international talent is crucial now. To delve deep into this issue, we talk with David Chang, who has been championing more inclusion for international citizens in Taiwan. Find out why he thinks Taiwan also needs to ease the regulations for dual citizenship. 12:00 - Why Taiwan needs an immigration policy 21:01 - Wait, only Japanese immigrants were eligible for disability benefits? 25:08 - Taiwan's need to streamline its citizenship application process 30:00 - What the response to Indian migrant workers said about Taiwan 33:03 - Taiwan's growing digital nomadism Host: Kwangyin Liu Guest: David Chang, Founder & Secretary-general of Crossroads(社團法人台灣全球連結發展協會) Producers: Weiru Wang, Ian Huang *Read more about Taiwan's immigration issue: https://bit.ly/3Px1P71 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Mar 12, 2024 • 26min

【Taiwanology Ep.21】Japan's Chip Revival: TSMC's Touch

On February 24th, Japan Advanced Semiconductor Manufacturing (JASM) inaugurated its state-of-the-art facility in Kumamoto, marking a pivotal moment in Japan's semiconductor landscape. This milestone is underscored by several remarkable achievements: JASM secured the highest subsidies ever granted by the Japanese government, completed construction in a record-breaking timeframe of under two years, and is poised to lead Japan in producing cutting-edge semiconductor chips. This venture holds immense significance as it raises the question: Can it breathe new life into Japan's somewhat dormant semiconductor industry? 6:10 - Why did TSMC choose to be in Kumamoto? 7:30 - What are the lives like for the engineers? 10:00 - What contributed to the decline of Japan's chip industry? 14:25 - Why TSMC fabs in Arizona and Kumamoto experience different speed 17:40 - Who will be JASM's major customers? Host: Kwangyin Liu Guests: Yixuan Lin, CommonWealth reporter Producers: Weiru Wang, Ian Huang *Read more about the Japan-Taiwan chip alliance: https://english.cw.com.tw/article/article.action?id=3637 *Share your thoughts: bill@cw.com.tw *Listen to the Japanese song on semiconductors: https://www.youtube.com/watch?v=fZ3UEgPgXqs 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Feb 27, 2024 • 24min

【Taiwanology Ep.20】What Shein tells us about China's sinking market

In the US, Shein was the most downloaded fashion app in 2022. Influencers showcase "Shein hauls" featuring bags of clothing at unbelievably low prices, like 3-dollar tops or 5-dollar jeans. How can Shein be so cheap? And at what cost? A group of CommonWealth reporters travelled to the shouthern Chinese city of Guanzhou, where thousands of small workshops churn out new styles quickly each week. What they saw and hear blew their mind. 4:04 - Why is Shein so popular among American teens? 7:00 - How does Shein compete with Zara? 10:20 - How Shein achieved "ultra-fast fasion" 12:24 - What the unique "urban villages" has to do with Shein's cheapness 16:11 - What's the working condition like in the workshops? 19:27 - Shein's lesson for Taiwan's supply chain Host: Kwangyin Liu Guests: Ashley Lo, David Shen, Charo Wu, CommonWealth reporters Producers: Weiru Wang, Ian Huang *Read more about Shein: https://english.cw.com.tw/article/article.action?id=3625 *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting
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Jan 23, 2024 • 40min

【Taiwanology Ep.19】Taiwan's migrant workers have a dream

In this episode, we unravel the intricacies of Taiwan's economy, spotlighting the indispensable role played by migrant workers—1 in 6 factory workers in Taiwan falls into this category. As the impending EU human rights due diligence legislation looms, we turn our attention to Taiwan's distinctive practice of allowing monthly fees on migrant workers by brokers. In a shifting landscape where legal compliance is no longer the sole benchmark, we explore the imperative for Taiwanese companies to elevate their practices. Join us as we delve into the challenges and opportunities that lie ahead and explore the question: will there be a day when migrant workers in Taiwan enjoy the same rights as its workers? 7:40 - How Bonny's UN work led her to the study of labor law 13:30 - Why is Taiwan's migrant worker practices considered to have a high risk of forced labor? 19:00 - Why is the "monthly service fees" so controversial? 21:30 - What impacts will the incoming EU human rights due diligence law on the global supply chain? 33:40 - What can Taiwanese companies do to lower their risks of forced labor? Host: Kwangyin Liu Guest: Bonny Ling, Executive Director at Work Better Innovations & Senior Fellow at Uni Nottingham Taiwan Research Hub Producers: Weiru Wang, Chiahsuan Lee *Read more in-depth stories about Taiwan's migrant workers: https://bit.ly/47FDuSU *Share your thoughts: bill@cw.com.tw 留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments Powered by Firstory Hosting

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