Ep. 17 Jett Chen on Taiwan's AI-Powered Semiconductor and Startup Growth
Description
Host Wenchi Yu speaks with Jett Chen, founder of Semi Vision, a Taiwan-based semiconductor industry research institution providing comprehensive insights into the semiconductor ecosystem. With a family business specializing in semiconductor packaging, Jett observes how AI advancements are transforming the startup ecosystem in Taiwan. Jett discusses the complexities of semiconductor manufacturing, the importance of packaging, and the emerging opportunities for startups in AI. Jett also addresses the energy challenges Taiwan faces as it develops its AI capabilities, the implications of NVIDIA's investment in Taiwan, and the ongoing talent shortages in the engineering sector. The conversation also examines geopolitical factors affecting the semiconductor supply chain, highlighting the competitive dynamics between Taiwan and China, and the implications of the US’s export control policies.
Reference: Jensen Huang's Keynote at COMPUTEX 2025
Taiwan's Semiconductors and AI Opportunities
Understanding the Semiconductor Ecosystem
The Role of Packaging in Semiconductor Manufacturing
AI Servers and Their Impact on the Industry
Emerging Startups in AI and Semiconductor
Energy Challenges in Taiwan's AI Development
NVIDIA's Investment and Its Implications for Taiwan
Talent Shortages and Immigration Policies
Geopolitical Impacts on Semiconductor Supply Chains
The Future of Semiconductor Manufacturing
Perspectives with Wenchi Yu
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