19 Dec 2024
44m

【阿榕伯胡說科技Ep.44】Chris Miller 越洋專訪:川普2.0下的AI時代,台灣半導體產業的機會與挑戰!

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聽天下:天下雜誌Podcast

This podcast interviews Chris Miller, author of "Chip War," about the evolving semiconductor landscape and its geopolitical implications. The discussion covers the rapid rise of AI's impact on the semiconductor industry, particularly TSMC's central role and the potential shift in manufacturing locations. Miller also addresses concerns about a potential Trump 2.0 administration's impact on US-Taiwan relations, suggesting that campaign rhetoric might not fully reflect post-election policy. A key takeaway is the increasing bifurcation of the global tech supply chain into US-led and China-led systems, with implications for Taiwan's export data and economic strategy. The interview concludes with a discussion of TSMC's dominance and potential future antitrust concerns.

Outlines

Part 1: Introduction and AI Landscape

Part 2: Supply Chains and Geopolitics

Part 3: AI Development and Investment

Part 4: TSMC's Dominance and Antitrust

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