The Great AI Supercycle Has Begun.
Analysts at Morgan Stanley are calling it the next semiconductor supercycle — one that could last until 2030.
From surging AI chip demand to record memory prices, the race for capacity is redrawing global alliances.
This week on Inside Taiwan:
🔹 Samsung’s Strategic Win — How it became AMD and OpenAI’s key HBM supplier
🔹 TSMC’s Central Role — Still the irreplaceable foundry behind every AI alliance
🔹 The Memory Boom — DRAM prices up 4×, inventory down to just three weeks
🔹 Taiwan’s Geopolitical Resilience — How it’s diversifying away from Chinese rare earths and Russian energy
The question isn’t whether the AI boom will continue — it’s who will lead the next decade of technology.
🎧 Listen to EP8: The Great AI Supercycle: Samsung’s Strategic Win and Taiwan’s Central Role
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