With Trump set to return to the U.S. presidency, global attention is on whether he will continue to target China’s semiconductor industry. Meanwhile, with Western interest growing in Indian manufacturing, India could be poised to compete with China as the world’s factory. Could India’s semiconductor plans help it surpass China and catch up to the U.S.? And how might Taiwan’s semiconductor be impacted as Trump returns to power? In this episode of “Taiwan Talks,” we explore developments in the U.S.-China chip rivalry, how India may benefit from chip advancements and manufacturing, and why India is becoming an increasingly attractive partner to U.S. companies. Furthermore, we examine how Taiwan’s semiconductor industry, and particularly its leading company TSMC, will be impacted by changing competition as well as Trump’s potential new policies.
Our guests are:
Tri-Rung Yew
- National Tsing-Hua University Department of Materials Science and Engineering Distinguished Professor
Roger Liu
- National Sun-Yat Sen University International Master's Program in Asia-Pacific Affairs Assistant Professor
24:27
26:29
23:40
24:46
26:17
25:37
24:47
23:31
25:47
24:11
26:02
26:31
25:31
26:47
24:41
26:32