A trillion-dollar power shift is underway in the world of AI chips — and this week, the fault lines moved.
In this episode of Inside Taiwan, host Fiona Chou breaks down Tesla’s landmark $16.5 billion AI-chip partnership with Samsung — a move that could reshape the semiconductor supply chain and challenge TSMC’s dominance.
From Seoul to Silicon Valley, we trace how this deal signals a new era of AI manufacturing diversification, the rise of system-level competition, and the ripple effects now reaching the global economy.
We’ll also look at Qualcomm’s push into AI inference, Amazon’s white-collar layoffs in response to automation, and why the next phase of the AI revolution isn’t just digital — it’s structural, societal, and geopolitical.
Inside Taiwan connects the dots between chips, capital, and culture — revealing how Taiwan’s role at the center of the AI supply chain is shaping the future of global power.