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U.S. Secretary of State Blinken recently told Scott Pelly on CBS’s 60 Minutes that if Taiwan’s semiconductor industry is disrupted, “the effects that that would have on the global economy could be devastating.” As the world eyes Taiwan’s leading advanced semiconductor manufacturing processes for potential cooperation, and expand their own fabrication capability, will the consequent overproduction lead to inventory issues? After the U.S. CHIPS Act was signed into law in the U.S., how will Taiwan find opportunities and wiggle room between the U.S. and China? To protect critical technology, Taiwan’s National Science and Technology Council is planning to include core semiconductor technology within its National Security Act. In the face of competitors in South Korea and China, how will Taiwan keep its lead in semiconductor manufacturing? And how will Taiwan resolve human resource shortages that is sure to affect its semiconductor industry in the next decade?

In this episode, Chang Gung University president Tang Ming-po, Neumonda COO Marco Mezger, Alex Capri, Hinrich Foundation Research Fellow, and former TSMC Research Director Konrad Young share their views on how Taiwan became the global leader in semiconductors and the ways it can continue to compete in years to come.

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