TSMC’s Record Quarter and the Global Race for AI Power

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Inside Taiwan

KimFion Lab

24 episodes

1 day 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

TSMC’s Record Quarter and the Global Race for AI Power

Inside Taiwan

8 minutes

3 weeks ago

TSMC’s Record Quarter and the Global Race for AI Power

AI momentum shows no sign of slowing, but geopolitics is catching up fast.
This week on Inside Taiwan, we connect the dots across the world’s most valuable supply chain, from new rare earth export rules in Beijing to TSMC’s record-breaking quarter and Intel’s brutally honest reflection on how it lost its edge.

🔹 TSMC’s record quarter: What its 2-nanometer ramp and its 58% margins reveal about the next three years of the AI boom
🔹 China’s rare earth control: A microscopic rule with massive global implications
🔹 Intel’s reckoning: Pat Gelsinger on CHIPS Act delays, AI missteps, and what comes next

It’s a week defined by sharp earnings, sharper policies, and one big question:
Can innovation keep pace with geopolitics?

【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.

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Keywords / Hashtags
#AI #ArtificialIntelligence #TSMC #NVIDIA #AMD #ASML #OpenAI #Semiconductors #India #Taiwan #SupplyChain #Geopolitics #TechPodcast #InsideTaiwan #AIRevolution #DataCenters #FutureOfWork #GlobalEconomy