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CONNECTED on TaiwanPlus

@CONNECTED on TaiwanPlus · TW

The Chain Maker decodes the stories behind AI, semiconductors, TSMC, finance, geopolitics, and global supply chains. Through interviews, explainers, and expert analysis, we uncover the trends shaping artificial intelligence, chip manufacturing, global trade, and the world economy. CONNECTED is TaiwanPlus's technology and business channel, connecting Taiwan to the world.🌎

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How the US-China Tech Split Is Reshaping Taiwan’s Chip Supply Chain | feat. Rocky Wu & Adam MaYouTube 影片
24,832
The US Is Spending Billions to Copy THIS... and Failing ❌YouTube 影片
408
Chips Hit A Wall? | How TSMC Could Lead the Post-Moore Era | feat. Dr. Konrad YoungYouTube 影片
20,946

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How the US-China Tech Split Is Reshaping Taiwan’s Chip Supply Chain | feat. Rocky Wu & Adam Ma 縮圖

How the US-China Tech Split Is Reshaping Taiwan’s Chip Supply Chain | feat. Rocky Wu & Adam Ma

[ENG/中文CC] Taiwan built its economic power by connecting the world. Now, as tariffs rise and governments prioritize national security over efficiency, that same playbook is being rewritten. Taiwanese investment in the US just surged 788% to $23.5 billion — but is expansion abroad a threat to Taiwan's edge, or its next opportunity? Host: Laurel Stewart Guests: Rocky Wu (CEO of SciTech) Adam Ma (Assistant Professor at Tamkang University’s Institute of International Affairs) On this episode of The Chain Maker, we discuss: ✅ The "village" model — how Taiwan built an entire semiconductor ecosystem, not just companies ✅ Why TSMC's Kumamoto fab took 20 months, and its Arizona fab took 4 years ✅ Two rival AI blocs: Pax Silica vs. China's World AI Cooperation Organization ✅ Why C.C. Wei had to publicly clarify what TSMC's US "R&D" really means ✅ Can Taiwan evolve from a manufacturing hub into a "brain" that keeps the roots at home? 00:00 Can Taiwan Stay Indispensable? 01:15 New Supply Chain Rules 05:15 Taiwan’s Winning Formula 06:29 The Chip Ecosystem 08:31 US-China Rivalry 11:50 Tariffs and Tech Security 14:56 AI Cold War 2.0 17:12 Kumamoto vs. Arizona 20:47 Keeping R&D in Taiwan 23:08 Hub to Command Center Plus: this week's Tech Biz on the US-China rivalry expanding to drones and robotics, and new US tariffs on solar and polysilicon. #ChipWar #PaxSilica #TaiwanTech #TSMC #GlobalSupplyChain #Semiconductors #ArtificialIntelligence #TechIndustry #Geopolitics #USChinaTechWar #GlobalSupplyChain #Manufacturing #SupplyChainResilience #SemiconductorIndustry #SupplyChainStrategy #AIInfrastructure #USChinaTech #GlobalManufacturing #ResearchAndDevelopment #TaiwanSemiconductor #TechnologyStrategy #EconomicSecurity #AI #Electronics #Networking #ChipIndustry #TheChainMaker #taiwanplusnews #台積電 #晶片戰爭 #矽和平倡議 #美中 #科技競爭 #大國博弈 #主權 #亞利桑那

觀看 24,832按讚 205留言 13
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The US Is Spending Billions to Copy THIS... and Failing ❌ 縮圖

The US Is Spending Billions to Copy THIS... and Failing ❌

AI’s future depends on more than GPUs. In this episode of The Chain Maker, Laurel Stewart speaks with Sheau Chen, Chairman and CEO of WaveSplitter, about the growing importance of optical networking, co-packaged optics (CPO), and the technologies enabling next-generation AI data centers. Founded in Silicon Valley and later relocated to Taiwan, WaveSplitter has spent decades developing optical communication technologies that are now becoming critical to the AI era.

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Chips Hit A Wall? | How TSMC Could Lead the Post-Moore Era | feat. Dr. Konrad Young 縮圖

Chips Hit A Wall? | How TSMC Could Lead the Post-Moore Era | feat. Dr. Konrad Young

[ENG/中文CC] For 50 years, Moore's Law was the semiconductor industry's steady heartbeat — smaller transistors, better performance, lower cost. But since the 28nm node, that formula has started to break down. As AI pushes computing demand to unprecedented levels, shrinking transistors alone is no longer enough. Host: Laurel Stewart Guest: Dr. Konrad Young (former R&D Director at TSMC) On this episode of The Chain Maker, we unpack what comes next: ✅ Why Moore's Law hit a "twist inflection point" at 28nm ✅ Huawei's "Tau Scaling Law" — a real alternative, or just a workaround? ✅ Inside advanced packaging: CoWoS, CoPoS, and the race to stack chips ✅ Why Dr. Young says quantum computing is "not commercializable yet" ✅ US "AI brand" vs. China "AI body" — two very different innovation paths ✅ Can Taiwan move beyond being the world's best follower? Plus: this week's Tech Biz on Nvidia's co-packaged optics, new US restrictions on Chinese optical transceivers, and Jeff Dean's new AI startup. 00:00 Beyond Moore's Law 01:18 The Limits of Scaling 05:17 Huawei's Tau Law 09:59 Rise of Advanced Packaging 15:11 Future Computing Technologies 17:06 Taiwan's Next Opportunity 21:55 Advice for Young Engineers 24:40 Tech Biz #AI #TSMC #AdvancedPackaging #Semiconductor #MooresLaw #SiliconPhotonics #Nvidia #CoPoS #CoWoS #US #china #SemiconductorInnovation #QuantumComputing #aichips #SemiconductorIndustry #Chiplets #HBM #ChipletTechnology #TheChainMaker #huawei #摩爾定律 #台積電 #量子電腦 #CPO #共同封裝光學 #半導體 #晶片 #輝達 #黃仁勳 #華為 #任正非 #魏哲家 #楊光磊

觀看 20,946按讚 174留言 17
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How Taiwan Secretly Dominates Big Tech 🤫 縮圖

How Taiwan Secretly Dominates Big Tech 🤫

AI’s future depends on more than GPUs. In this episode of The Chain Maker, Laurel Stewart speaks with Sheau Chen, Chairman and CEO of WaveSplitter, about the growing importance of optical networking, co-packaged optics (CPO), and the technologies enabling next-generation AI data centers. Founded in Silicon Valley and later relocated to Taiwan, WaveSplitter has spent decades developing optical communication technologies that are now becoming critical to the AI era.

觀看 1,058按讚 19留言 0
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CPO: Why It’s the Real Future of AI 縮圖

CPO: Why It’s the Real Future of AI

AI’s future depends on more than GPUs. In this episode of The Chain Maker, Laurel Stewart speaks with Sheau Chen, Chairman and CEO of WaveSplitter, about the growing importance of optical networking, co-packaged optics (CPO), and the technologies enabling next-generation AI data centers. Founded in Silicon Valley and later relocated to Taiwan, WaveSplitter has spent decades developing optical communication technologies that are now becoming critical to the AI era.

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The Algorithm Is King | Could AI Become Taiwan's Most Powerful Deterrent? | Can AI Deter China? 縮圖

The Algorithm Is King | Could AI Become Taiwan's Most Powerful Deterrent? | Can AI Deter China?

[ENG/中文CC] In the first 30 minutes of a recent US strike on Iran, 40 key targets were eliminated. The weapon wasn't just firepower — it was AI. As algorithms shorten decision cycles from weeks to minutes, a new question emerges: could artificial intelligence become Taiwan's most powerful deterrent? On this episode of The Chain Maker, host Laurel Stewart is joined by Jonathan Lin, General Partner at Andra Capital, and Tony Hu, a former US Department of Defense official, to unpack: the global military AI race, Taiwan’s defense technology ecosystem and why human accountability must remain at the center of AI-enabled warfare. Host: Laurel Stewart Guest: Jonathan Lin, General Partner at Andra Capital Tony Hu, former U.S. Department of Defense official 00:00 AI Warfare: Rapid Kill Chain 03:42 Tech Firms: The New Arsenal 04:24 Palantir Effect: Future Warfare 07:48 The Hidden Risks of AI Warfare 09:03 AI as Taiwan's Sentinel 11:03 Beyond Human: The AI Army 13:27 The Future Drone Wars 17:18 Innovation Outpaces Production 20:04 Human Control in AI Warfare 24:30 Is China Closing the AI Gap? 25:57 Technology as the New Deterrent As deterrence shifts from firepower to processing power, Taiwan's next defense advantage may not be measured in weapons — but in algorithms. #AIWarfare #Taiwan #algorithm #Palantir #Anduril #Groq #Starsheild #antropic #ArtificialIntelligence #MilitaryAI #dronewarfare #DefenseTechnology #China #UnitedStates #Japan #Drones #AIWar #TaiwanDefense #MilitaryTechnology #ArtificialIntelligence #DefenseTech #AutonomousWeapons #CyberDefense #USChina #donaldtrump #Geopolitics #nationalsecurityindia #OODALoop #iran #warzone #Musk #nvidia #cia #india #inqtell #philippines #departmentofwar #DefenseTech #AIIndustry #TaiwanTech #MilitaryAI #Semiconductors #VentureCapital #AutonomousSystems #SupplyChain #NationalSecurity #Geopolitics #TheChainMaker #TaiwanPlus #taiwanplusnews #胡振東 #林家振 #無人機 #半導體 #台積電 #地緣政治 #台灣 #中國 #印太 #美中 #伊朗 #日本 #菲律賓 #南韓 #美國 #川普 #習近平 #中國軍事 #靖安 #飛彈 #導彈 #國軍 #共軍 #中國解放軍

觀看 19,187按讚 155留言 17
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資料擷取時間：2026-09-08T07:08:34.000000Z

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