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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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AI is evolving TOO FAST... It’s getting scary 😳YouTube 影片

Why TSMC Wins | Inside The Secret Chip Empire | Former TSMC R&D Director Explains AI's FutureYouTube 影片

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The Global Drone Race: Taiwan’s Strategic Opportunity | Ukraine's War Is Rewriting Defense PlaybookYouTube 影片

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AI is evolving TOO FAST... It’s getting scary 😳

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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Why TSMC Wins | Inside The Secret Chip Empire | Former TSMC R&D Director Explains AI's Future

[ENG/中文CC] How did Taiwan become the center of the global semiconductor industry? Today, artificial intelligence, supercomputers, electric vehicles, and smartphones all rely on advanced semiconductors. At the heart of this ecosystem is Taiwan, home to the world's leading chip manufacturers and one of the most sophisticated technology supply chains ever built. Host: Laurel Stewart Guest: Dr. Konrad Young Former R&D Director, TSMC. CEO of the Innovation College at National Taiwan University of Science and Technology In this episode of The Chain Maker, we explore: • The origins of Taiwan's semiconductor industry • The role of ITRI and Hsinchu Science Park • Why Taiwan succeeded when others did not • The importance of semiconductor ecosystems • TSMC's rise as a global technology leader • The impact of AI on chip manufacturing • Advanced packaging and heterogeneous integration • The Arizona fab and U.S. expansion • Geopolitical challenges facing Taiwan • Advice for the next generation of engineers From PCs and the internet to smartphones and artificial intelligence, this conversation reveals how Taiwan became indispensable to the global digital economy—and what comes next. 00:00 Taiwan's Chip Origins 06:45 The Returnee Wave 08:02 Taiwan's Turning Point 10:44 Manufacturing Culture 12:43 Riding Every Tech Wave 14:11 Why Taiwan Wins 17:03 The AI Compute Race 18:25 TSMC's 10-Year Bet 19:40 The War Threat 20:30 TSMC in Arizona 22:14 Advice for Engineers 25:13 SK Hynix's AI Bet 25:59 Taiwan's Next Chapter #TSMC #Semiconductors #AI #COUPE #CPO #SoC #CoWos #CoPos #Taiwan #NVIDIA #MorrisChang #JensenHuang #lisasu #CCWei #KonradYoung #Geopolitics #secondworldwar #crossstraitrelations #donaldtrump #xijinping #SiliconShield #Chokehold #ArtificialIntelligence #AIChips #ChipManufacturing #Technology #FoundryModel #AdvancedPackaging #DRAM #HBM #Korea #Japan #US #AMD #Intel #Apple #IBM #ElonMusk #Tesla #SpaceX #Grok #Meta #ASICS #amazon #microsoft #google #alphabet #SemiconductorIndustry #Innovation #SupplyChain #TaiwanTechnology #TaiwanTech #ITRI #RCA #Arizona #JASM #Kumamoto #Fab #Foundry #HsinchuSciencePark #KonradYoung #TheChainMaker #TaiwanPlus #TaiwanPlusNews

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The Global Drone Race: Taiwan’s Strategic Opportunity | Ukraine's War Is Rewriting Defense Playbook

[ENG/中文CC] As the global race for drone technology accelerates, Taiwan is positioning itself at the center of a rapidly evolving industry. In this episode of The Chain Maker, Laurel Stewart sits down with Gene Hsu, General Manager of Thunder Tiger Group, to explore how geopolitical shifts, supply chain security, and advances in AI are creating unprecedented opportunities for Taiwan's drone sector. With governments worldwide investing heavily in autonomous systems and secure defense technologies, Taiwan's drone industry could play a critical role in the future of global supply chains and security. Host: Laurel Stewart Guest: Gene Su, General Manager of Thunder Tiger Group 0:00 The Global Drone Race 3:22 Taiwan's Drone Opportunity 4:03 The Pentagon's Drone Strategy 9:00 Lessons from Ukraine 10:56 Sea Drones and Taiwan's Defense 17:49 Global Defense Partnerships 20:22 Can Taiwan Lead the Drone Industry? 23:16 The Future of Drone Warfare 25:45 Taiwan's Next Silicon Shield? #DroneIndustry #Ukraine #Geopolitics #Taiwan #TaiwanStrait #UkraineWar #ThunderTiger #BlueUAS #DefenseTech #nonred #madeinTaiwan #NationalSecurity #AutonomousSystems #SiliconShield #DroneRace #Pentagon #Thrump #Iran #Hormuz #HormuzStrait #AI #Semiconductors #Chip #ArtificialIntelligence #US #China #USChina #DJI #seadrone #ShieldAI #anduril #DOD #DepartmentofDefense #DepartmentofWar #PeteHegseth #donaldtrump #TSMC #SupplyChain #DroneInnovation #TheChainMaker #TaiwanPlus #TaiwanPlusNews

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Why AI Is Giving Taiwan an Edge Over South Korea and Japan

As tensions involving Iran draw attention to the Strait of Hormuz, another strategic chokepoint is increasingly shaping the future of global power: the Taiwan Strait. From China Coast Guard activities around Taiwan to the global race for AI and advanced semiconductors, control over critical waterways, technologies, and supply chains has become a key source of both leverage and vulnerability. In this episode of The Chain Maker, experts Roger Liu and Jabin Jacob discuss Taiwan's semiconductor dominance, the "Silicon Shield," U.S.-China competition, and why Taiwan sits at the center of the world's economic and technological future. #TSMC #TaiwanStrait #Geopolitics #Taiwan #AI #Semiconductors #ArtificialIntelligence #SupplyChain #ChipWar #uschina #Technology #globaleconomy #IndoPacific #SiliconShield #TheChainMaker #chips #Iran #War #hormuzstrait #chokepoint #resilience #CanTaiwanStopAWar #FutureOfAI #GlobalPower #economicsecurity #SemiconductorRace #TechGeopolitics #TaiwanMatters #WorldOrder #PowerOfChips #straitofhormuz #GlobalTrade #semiconductorindustry #chipsact #ChipManufacturing #AdvancedSemiconductors #GlobalSupplyChains #SupplyChainResilience #SemiconductorRace #MadeInTaiwan #TaiwanEconomy #TaiwanInnovation #AsiaTech #AsiaEconomy #TaiwanSemiconductors #robotic #IndoPacific #ASEAN #China #Chinaplusone #grayzonewarfare #ChinaCoastGuard #ccp #india #philippines #chips #deterrence #RegionalSecurity #militarypower #DonaldTrump #straitofmalacca #iran #TaiwanPlus

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China vs US: The Fight for AI Supply Chains | How Taiwan & the Philippines fit into US AI Strategy

[ENG中文CC] A new AI hub is taking shape in the Philippines — and Taiwan's Foxconn could lead it. As Washington's PaxSilica Initiative expands across the Indo-Pacific, we ask: why the Philippines, why now, and what does it mean for the region's tech supply chains? On this episode of The Chain Maker, host Laurel Stewart is joined by Prof. Roger Liu (National Sun Yat-sen University) and Lucio Blanco Pitlo (Philippine Association for Chinese Studies) to discuss: ◆Why New Clark City is PaxSilica's first launchpad ◆How Foxconn's India experience shapes its Philippine strategy ◆The Luzon Economic Corridor and what Washington wants from it ◆Critical minerals, chip alliances, and where Taiwan fits in without signing on Host: Laurel Stewart Guest: Dr. Roger Chih-feng Liu (Assitant Profesor, National Sun Yat-sen University) Lucio Blanco Pitlo III (Board Member, Philippine Association for Chinese Studies) 00:00 Taiwan, Foxconn and the Rise of Pax Silica 02:21 Why the Philippines? 05:08 Lessons from India 07:30 Pax Silica vs. China's AI Vision 08:45 Taiwan-Philippines Economic Corridor 12:47 Can Manila Balance Washington and Beijing? 14:20 Why India Joined Pax Silica 16:05 Taiwan's Silicon Shield 17:20 Critical Minerals and AI 19:05 Minilateralism in Action 21:06 Taiwan's Next Strategic Partnerships 23:26 Tech Biz #ChipWar #AI #geopolitics #PaxSilica #Foxconn #TSMC #nvidia #ArtificialIntelligence #chips #india #Apple #rareearth #China #uschina #taiwan #trump #ScotBessent #donaldtrump #xijinping #restrictions #AISupplyChain #TechGeopolitics #ChinaVsUS #DeRisking #tech #budget #kimik3 #Semiconductors #SupplyChain #Philippines #Luzon #manila #NewClarkCity #Japan #India #SouthKorea #TaiwanTech #IndoPacific #TaiwanSemiconductor #SiliconShield #LuzonEconomicCorridor #TheChainMaker #TaiwanPlus

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Taiwan's Silicon Shield: Strength or Vulnerability?

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資料擷取時間：2026-09-08T07:08:34.000000Z

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