Taiwan&#x27;s biggest semiconductor trade show just got more international. This year, Semicon Taiwan marks its 30th anniversary with a record 18 national pavilions, from the US to Mexico and Finland. Veteran tech journalist Judy Lin explains why so many countries now want proximity to Taiwan&#x27;s chip ecosystem. Plus: whether AI chip demand is real or a bubble. Episode highlights: 00:30 Why watch Taipei for the AI race 01:50 Judy&#x27;s path from Reuters markets desk, and what Semicon is 06:33 A record 18 pavilions: Catalonia, Chihuahua, Finland, and Dresden&#x27;s ripple effect 11:55 Why countries want in: complementary tech, reversal of roles, and China&#x27;s absence 17:11 The legacy-chip risk, TSMC&#x27;s dominance, and path dependency 24:55 Chip bubble fear and why everyone should care about Semicon Host: Kwangyin Liu, Deputy Managing Editor, CommonWealth Magazine Guest: Judy Lin, founder of TechSoda Producers: Yayuan Chang, Weiru Wang ＊Read more：https://english.cw.com.tw ＊Share your thoughts：bill@cw.com.tw Powered by Firstory Hosting

Why Semicon Taiwan Becomes a Beauty Pageant of Global Suppliers【Taiwanology Ep. 63】

Taiwanology

This is the Taiwanology Podcast from CommonWealth Magazine, where we discuss Taiwan matters and why they matter to you. Coming to you from Taipei, the capital of the freest nation in Asia. Welcome to another episode of the Taiwanology Podcast. This is your host, Liu Guangying from Taiwan's Commonwealth Magazine.

If you want to understand how the world is repositioning itself around artificial intelligence, don't look at Washington or Brussels. Look at Taipei. This year, Semicon Taiwan, the island's biggest semiconductor trade show, arguably the world's largest show of such kind, is hosting a record 18 national pavilions.

Countries you wouldn't necessarily expect to see, including Mexico, Sweden, Finland, alongside the US, Japan, and the EU, are all sending delegations. That's not a trade show story, but it's a story about how central Taiwan has become a technology race that touches everything from AI data centers to national security strategy.

To help sense of all of it, I'm very glad to have Judy Lin in our studio today. She is a veteran tech reporter at Commonwealth English who has covered Taiwan's semiconductor industry for years, but she actually has a very different start in her career. So we're going to talk to Judy all about it. So welcome to the studio, Judy.

Thank you for having me, Guangying. Okay, good. So I feel this has been really long overdue because I have worked so closely with Judy for the past few years because she is writing for a semiconductor industry, but also working as a deputy editor for Commonwealth English. So I have to thank you for your hard work.

Why Semicon Taiwan Becomes a Beauty Pageant of Global Suppliers【Taiwanology Ep. 63】

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Why Semicon Taiwan Becomes a Beauty Pageant of Global Suppliers【Taiwanology Ep. 63】

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.