As TSMC opened its U.S. factory in Arizona this week, Taiwan Talks explores whether this is a testament to the global reliance of Taiwanese technology or an erosion of Taiwan’s semiconductor edge. We also take a deep dive at potential investment opportunities as the country leverages its chipmaking advantages by making waves in newer industries. Apart from the Americas, Taiwanese manufacturers are expanding in Southeast Asia as they build local ventures in green energy, biotech, advanced medical equipment, electric vehicles, and other new tech fields.
In this episode, Peter Kurz, Chief Strategy Officer at Quantum International, known locally as “Mr. Taiwan” for his expertise in the region’s financial markets and attracting foreign investment to Taiwan discusses top growing industries where Taiwan is making a dent in. This includes the projected US$20 billion EV industry that has made Taiwan, Thailand’s top investor this year. We also hear from Thai Representative to Taiwan, Twekiat Janprajak, Executive Director of the Thailand Trade and Economic Office in Taipei, on key Taiwanese investments and how both countries are working to further expand trade and technological supply chain integration as part of the Tsai administration’s New Southbound Policy.
Topics discussed:
- Is inflationary pressure affecting Taiwan's investment environment?
- Effects of the Russian invasion of Ukraine on imported energy reliant Taiwan
- Risks and opportunities for Taiwan amid intensifying U.S.-China competition
- Will unrest in China from the A4 Revolution affect how global investors view doing business in China? Does this present an opportunity for Taiwan as investors move their manufacturing bases out of China?
- How Taiwan further integrates its technological supply chains with U.S.-led ‘friendshoring’ efforts
- Implications on Taiwan’s chip edge with TSMC’s new Arizona 3nm factory
- New hot industries Taiwanese multinational corporations are investing in: EV, medical technology, biotech, etc.
- How Taiwan became Thailand’s top investor in 2022
- Impact of the annual increase of 119% in Taiwanese overseas investments totaling over US$11.5 billion around green energy and offshore wind power
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