As Morgan Stanley’s 2023 Economic Outlook Report projects the global economy to expand at a sluggish pace of around 1.6% in 2023, Taiwan Talks speaks to Colley Hwang in an exclusive interview on this year’s chip industry outlook as well as the medium to long term prospects of Taiwanese chipmakers. Hwang is the Founder and President of DIGITIMES, one of the world’s largest and trusted sources on the latest developments IT and chip industry. He shares with us his 37-year industry expertise from residing in both the U.S. and South Korea, homes to many global semiconductor foundries. Hwang is also a frequent lecturer at IT multinational companies and top-notch research centers and universities across Taiwan, China, Europe, North America, and other IT hubs in Asia. As the author of ‘Oriental Shield,’ ‘Disconnected ICT Supply Chains,’ and ‘Asian Edge,’ he shares the latest analyses on the IT industry and what it will take for Taiwan to maintain its competitive edge amid the intensifying U.S.-China tech war. We also hear from Alex Capri, World Economic Forum Agenda Contributor and research fellow at the Hinrich Foundation. Capri is a global supply chain expert and frequent commentator on international media. He shares with us how Taiwan is benefiting from U.S.-led supply chain restructuring as TSMC expands manufacturing capabilities in various locations around the world.
Topics discussed:
- Taiwan’s leading role in global chip design
- 72% of global chips are manufactured by Taiwanese foundries and how that position is likely to stay
- Overall chip industry outlook for 2023 and growth prospects in the medium-long term
- Taiwan’s cutting-edge technology in advanced chips
- TSMC’s competitive advantage and large U.S. customer base as it builds a new fab in Arizona
- China’s position in the global IT supply chain and why China needs to find a way to communicate with Taiwan and respect the global rules-based order
- How Taiwan is helping emerging market chipmakers
- Taiwan’s role as top investor in many Asian markets and the growing potential of new technologies, from EVs to biotech
- Why TSMC overseas fabs boost the company’s reach and is not a talent drain
- How Taiwanese and South Korean chipmakers complement each other’s products
- Taiwan’s compact, condensed semiconductor ecosystem and unique advantages found nowhere else in the world
- Why Taiwan is ahead of China in leading innovation
- How Intel’s business model is not a threat to TSMC
- Key growth sectors in the chip industry
- Resilience and attractiveness of Taiwan’s chip industry: Foreign investors and talent have increased and remain undeterred in relocating to the island nation
- Key to success in maintaining Taiwan’s competitive edge: smart manufacturing, training young talent
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