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.

00:00

Taiwan's Semiconductors and AI Opportunities

05:54

Understanding the Semiconductor Ecosystem

09:37

The Role of Packaging in Semiconductor Manufacturing

11:56

AI Servers and Their Impact on the Industry

15:35

Emerging Startups in AI and Semiconductor

17:35

Energy Challenges in Taiwan's AI Development

20:02

NVIDIA's Investment and Its Implications for Taiwan

21:48

Talent Shortages and Immigration Policies

23:52

Geopolitical Impacts on Semiconductor Supply Chains

27:24

The Future of Semiconductor Manufacturing

Perspectives with Wenchi Yu

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