Can TSMC Continue To Dominate the Global Chip Supply?
Global semiconductor TSMC has seen its stock prices surge in the second half of the year. Reports say the semiconductor giant has also begun producing chips for companies such as Apple in its Arizona fab. Can TSMC continue to dominate the global semiconductor market? How are competitors such as Samsung and Intel shifting their strategies in response? In this episode of “Taiwan Talks,” we discuss growth forecasts for TSMC and the semiconductor market, continued demands for AI technology, and progress in TSMC’s global expansion. Furthermore, we examine developments in TSMC competitors such as Samsung and Intel, as well as how U.S. export policies are impacting developments in China’s chip industry. Our guests are: Jonah Cheng - Founder and CIO of J&J Investment Marco Mezger - Neumonda Executive Vice President and Chief Operating Officer
