Taiwan’s Crucial Role in the AI Global Supply Chain｜Taiwan Talks

With its key innovations in the AI and semiconductor manufacturing industries and production capabilities of major companies like TSMC and its local suppliers, Taiwan has positioned itself at the heart of the global AI supply chain. In this episode of Taiwan Talks, join us as we hear from Jonah Cheng and Frank Liang about Taiwan’s crucial role in the AI supply chain and how generative AI is setting off a series of innovations in the semiconductor industry. Furthermore, we explore how TSMC established partnerships with its local suppliers, prospects for expanding future cooperation, and the key benefits of this collaboration.

Our guests are:

Jonah Cheng
- Founder and CIO of J&J Investment

Frank Liang
- President of C Sun

Chapters:
00:00:00 – Introduction
00:01:23 – The Rise of Generative AI: ChatGPT
00:04:26 – How Computex 2024 Entered the Spotlight
00:07:23 – Liang’s Journey With C Sun in the Tech Industry
00:13:28 – Moore’s Law Considerations and Advanced Packaging
00:18:39 – C Sun Growth From Family Business to TSMC Supplier
00:22:19 – New Factors in Chip Production in the AI Era
00:24:13 – What Was the Catalyst for Cooperation With TSMC?
00:27:24 – Why Did TSMC Seek Supplies From Smaller Companies?
00:31:56 – What Are C Sun’s Growth Plans and Challenges?
00:35:42 – What Sectors Benefit From AI Server Supply Chain?

#AI #Taiwan #MooresLaw #Semiconductors #Computex #ChatGPT #Technology #TSMC #CSun #PCB #TaiwanTalks