Host: Jasmine Lee
Trade negotiations between the United States and Taiwan are ongoing, with U.S. President Donal Trump’s 90-day tariff pause set to expire in July. TSMC would be among the companies hit by the so-called ‘reciprocal’ tariffs, and the Taiwanese chip giant is pushing back aggressively. Will the three-month pause be extended further? If the proposed levies are implemented, how would they affect TSMC’s bottom line? And can Taiwan keep its chip lead in the new global economic order? In this episode, we discuss the state of U.S.-Taiwan trade talks and the future of Taiwan’s semiconductor industry.
Our guests:
Konrad Young
Former TSMC R&D Director LeadAgileX Accelerator Founding Partner
Liu Da-Nien
CIER Regional Development Study Center Director
21:36
25:52
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30:23
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32:00
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35:55
30:36
41:00