EP3-22 | AI News : The US-Taiwan Tariff Deal

EP3-22 | AI News : The US-Taiwan Tariff Deal

Author: Meet Global @Business Next Media January 26, 2026 Duration: 29:46

In this episode, we dive into the real forces reshaping the semiconductor world: export controls, licensing regimes, and the race for AI chip supremacy. The industry is undergoing a permanent structural shift where security now commands the budget, and regional fragmentation is the new reality.
Join us as we break down why "tariffs move the margins, but geopolitics moves the market". Whether you are an investor or a tech enthusiast, this episode will help you focus on what actually matters—from overseas fab expansions to advanced-node leadership.

歡迎收聽本集節目。近期美台關稅調降的消息引發市場關注,本集我們將探討真正驅動 2026 年晶片市場的底層邏輯:出口管制、技術領先地位以及美中地緣政治競爭。隨著全球供應鏈從追求「效率」轉向「安全與韌性」,台灣雖穩居全球晶片棋盤的核心,卻也面臨地緣政治的脆弱性。我們將分析為什麼對台積電(TSMC)等巨頭而言,取得 EUV 設備與遵守出口法規,遠比關稅調整更具決定性。



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There's a vibrant, often overlooked ecosystem of innovation humming away on an island in the Pacific. Startup Island TAIWAN Podcast pulls back the curtain on this world, offering a direct line to the founders, investors, and technologists shaping Taiwan's future. Each episode moves beyond headlines to explore the real stories behind the region's rise in cutting-edge fields like semiconductors, AI, and biotech. You'll hear candid conversations about the journey from garage to global scale, including the pursuit of that elusive unicorn status, and how these companies are building crucial bridges to markets across Asia and the world. Produced by Meet Global at Business Next Media, this series serves as an essential audio companion for anyone curious about the business and technology landscapes being redrawn today. It’s not just about what’s being built, but about the people building it and the unique position Taiwan holds in the global chain of innovation. Tune in for grounded, insightful discussions that connect the dots between ambitious ideas, practical execution, and international opportunity.
Author: Language: English Episodes: 93

Startup Island TAIWAN Podcast
Podcast Episodes
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EP3-4 | Jim Keller’s Taiwan Bet, TADTE 2025 Preview [not-audio_url] [/not-audio_url]

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