Markets are strong, AI partnerships are influencing the semiconductor landscape, and Taiwan remains a key player.
In this episode of Inside Taiwan, we unpack:
- OpenAI’s multi-year partnership with AMD, a deal worth gigawatts of compute and tens of billions in potential revenue.
- Elon Musk’s reported $18B data-center push with xAI, and the 300,000 more Nvidia GPUs that come with it.
- Samsung and SK hynix’s massive HBM wafer commitments to OpenAI’s Stargate project.
- The “everything rally”: stocks, Bitcoin, and gold all surging on the same wave of liquidity.
- Why Taiwan’s supply chain, from TSMC to Foxconn, continues to play a pivotal role regardless of the AI chip race outcome.
- Developments in Asia, from U.S. supply-chain initiatives to Japan’s leadership transition and market reaction.
Content Keywords:
- AI
- Artificial Intelligence
- Semiconductors
- TSMC
- Taiwan
- Nvidia
- AMD
- Open AI
- Supply Chain
- Dell
- Chips
- Innovation
【About the Show】
Inside Taiwan distills 200 stories a day from over 30 trusted Traditional Chinese and English sources into a ten-minute executive briefing. Powered by KimFion Lab, it’s an AI-powered signal over noise for global investors and decision-makers navigating the world’s most valuable supply chain.
Inside Taiwan: https://www.linkedin.com/showcase/inside-taiwan/
KimFion Lab LinkedIn: https://www.linkedin.com/company/kimfion-lab/
