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Taiwan’s Chips Beyond 2nm: Chip Design, Advanced Packaging and AI Hardware

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By TaiwanPlus

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TSMC’s US$100B expansion in the U.S. state of Arizona has sparked discussion over the future of Taiwan’s domination in chip manufacturing. Can Taiwan maintain its edge in advanced chip manufacturing, packaging and chip design? This episode explores how Taiwan’s unique semiconductor ecosystem, strong policy support and deep engineering talent pool continue to attract global tech giants like Nvidia and AMD — and how local firms like MediaTek and Realtek are shaping the global chip design landscape. We also examine the rise of advanced packaging, the consequences of the AI boom, and growing competition from China and Southeast Asia in mature (legacy) chipmaking. What do these trends mean for the global semiconductor supply chain? Featuring: Kristy Hsu (徐遵慈), director of the Taiwan ASEAN Studies Center at the Chung-Hua Institution for Economic Research, and Dan Nystedt, research analyst at TriOrient Investments.