Why Is Taiwan the Center of a New AI Power Struggle Between the US and China?
Why Is Taiwan the Center of a New AI Power Struggle Between the US and China?
Inside Taiwan this week tracks how the global AI race is reshaping geopolitics, capital flows, and supply chains. From a new US-led silicon alliance to China’s EUV push, surging AI IPOs, record Taiwan exports, and rising climate costs, this episode connects the dots behind the numbers that now define the world’s most critical technology hub.
Q. Why is the US building a new tech alliance around semiconductors?
A. The US and allies launched Pax Silica to secure the full AI supply chain, from minerals to chips to infrastructure, aiming to reduce coercive dependencies and protect compute power as a strategic asset.
Q. Why is Taiwan considered essential to this alliance?
A. US officials called Taiwan essential to the global AI supply chain, noting its dominance in advanced logic chips and packaging that underpin AI compute.
Q. Why is chipmaking equipment entering a new upcycle?
A. Global semiconductor equipment sales are projected to hit 126 billion dollars in 2026 and 135 billion in 2027, reflecting a multi-year AI-driven capacity expansion.
Listen to the full episode of Inside Taiwan to understand how this AI power struggle is reshaping markets, geopolitics, and the future of the supply chain.
Inside Taiwan this week tracks how the global AI race is reshaping geopolitics, capital flows, and supply chains. From a new US-led silicon alliance to China’s EUV push, surging AI IPOs, record Taiwan exports, and rising climate costs, this episode connects the dots behind the numbers that now define the world’s most critical technology hub.
Q. Why is the US building a new tech alliance around semiconductors?
A. The US and allies launched Pax Silica to secure the full AI supply chain, from minerals to chips to infrastructure, aiming to reduce coercive dependencies and protect compute power as a strategic asset.
Q. Why is Taiwan considered essential to this alliance?
A. US officials called Taiwan essential to the global AI supply chain, noting its dominance in advanced logic chips and packaging that underpin AI compute.
Q. Why is chipmaking equipment entering a new upcycle?
A. Global semiconductor equipment sales are projected to hit 126 billion dollars in 2026 and 135 billion in 2027, reflecting a multi-year AI-driven capacity expansion.
Listen to the full episode of Inside Taiwan to understand how this AI power struggle is reshaping markets, geopolitics, and the future of the supply chain.
