Episode
EP3-22 | AI News : The US-Taiwan Tariff Deal
- Published
- Jan 26, 2026
- Duration seconds
- 1786
- Processing state
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- https://open.firstory.me/story/cmkvc3a3009d101uv9tvt33if
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Summary
In this episode, we dive into the real forces reshaping the semiconductor world: export controls, licensing regimes, and the race for AI chip supremacy . The industry is undergoing a permanent structural shift where security now commands the budget , and regional fragmentation is the new reality. Join us as we break down why "tariffs move the margins, but geopolitics moves the market" . Whether you are an investor or a tech enthusiast, this episode will help you focus on what actually matters—from overseas fab expansions to advanced-node leadership. 歡迎收聽本集節目。近期美台關稅調降的消息引發市場關注，本集我們將探討真正驅動 2026 年晶片市場的底層邏輯： 出口管制、技術領先地位以及美中地緣政治競爭 。隨著全球供應鏈從追求「效率」轉向「安全與韌性」，台灣雖穩居全球晶片棋盤的核心，卻也面臨地緣政治的脆弱性。我們將分析為什麼對台積電（TSMC）等巨頭而言，取得 EUV 設備與遵守出口法規，遠比關稅調整更具決定性。 Powered by Firstory Hosting