Inside the AI Boom: The Rise and Risk of the AI Economy

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Inside Taiwan

KimFion Lab

24 episodes

2 days ago

AI-powered insights on how Taiwan’s industries, startups, and workforce mindset are shaping the future of global business.

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AI-powered insights on how Taiwan’s industries, startups, and workforce mindset are shaping the future of global business.

Investing

Business,

Entrepreneurship

Inside the AI Boom: The Rise and Risk of the AI Economy

Inside Taiwan

8 minutes

2 weeks ago

Inside the AI Boom: The Rise and Risk of the AI Economy

The world’s most advanced semiconductor manufacturing is moving from Taiwan to American soil.

Nvidia’s first U.S.-made Blackwell chip, produced in TSMC’s new Arizona fab, marks more than an industrial milestone — it may signal the birth of a new AI-driven economic era.

In this episode of Inside Taiwan, I unpack:
• What Mohamed El-Erian means by a “rational bubble”
• Why TSMC Arizona is both a triumph and a risk
• How IMF warnings about over-concentration could reshape markets
• And the trillion-dollar question: Is this the next industrial revolution… or a bubble in slow motion?

🎧 Listen for context beyond the headlines — where AI, policy, and valuation collide.

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