AI’s $1.3 Trillion Future Increasingly Hinges on Taiwan

  • Stock market is hottest major Asian exchange thanks to AI
  • ‘Taiwan is really the engine that’s driving AI,’ says analyst
Right now, the world depends on Taiwan for almost all of the critical hardware needed to power AI. But how is its tech industry adapting to the growing threat of conflict with Beijing?Source: Bloomberg
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When Jung Yoonseok was looking for an assembly partner for his AI chip startup, he had his pick of almost any country in Asia, including his native South Korea. Instead, the Rebellions strategy chief opted for Taiwan because of what he sees as an unparalleled combination of talent, cost and speed.

“Taiwan is small, and Taipei is small, and in that small area everything moves super fast,” the 35-year-old Harvard graduate said after one of his trips to secure production.