U.S. President Donald Trump’s tariffs have shaken the global economy, including critical semiconductor supplies chains. In response, major companies like Taiwan’s TSMC and the United States’s Nvidia have attempted to tread carefully to avoid provoking either Washington or Beijing. Which countries and companies will be hit hardest? How can Taiwan protect both its domestic economy and its overseas investments? And how significant is Nvidia CEO Jensen Huang’s recent trip to Beijing? This episode explores the intensifying competition within the global chip industry, China’s response to the U.S. economic tactics, and what Taiwan is doing to safeguard its chip leadership. Our guests: Rocky Uriankhai SciTech Power Research CEO Chenlung Kuo United Daily News Deputy in Chief 00:00:00 – Trade War Hits Semiconductor Sector 00:01:13 – How Are Tariffs Altering Supply Chains? 00:01:43 – Is China the U.S.’s Main Target? 00:04:34 – What Is Driving China’s Quick Response? 00:07:34 – Who Will Be Hardest Hit by U.S. tariffs? 00:11:45 – Can TSMC Dodge a Major Hit? 00:14:57 – How Can Taiwan Safeguard Its Chip Leadership? 00:18:18 – How Risky Are TSMC’s Overseas Investments? 00:23:13 – How Significant Was Nvidia CEO’s China Trip?
