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EP3-42 | 【AI News】The IPO of SpaceX：The Largest IPO in Human History
15 Jun 2026
00:19:21
The commercial space age just went public. SpaceX's $75 billion IPO isn't just a financial record — it's a signal that satellite infrastructure has moved from moonshot to mainstream, and that the companies positioned inside that supply chain are sitting on one of the decade's most durable growth stories. We break down how SpaceX got here: the failed launches, the near-bankruptcy, the engineering bets on reusability that the entire industry said couldn't work — and why it matters that they did.
Then we bring it home. Taiwan's role in the new space economy is larger than most people realize — and growing fast. From precision avionics components to a deepening legislative partnership with the United States, Taiwan is building toward a future where its expertise in high-reliability manufacturing becomes as essential to the space industry as it already is to the semiconductor world. If you've been watching Taiwan's tech story and wondering what comes after chips, this episode is your answer.
EP3-41 |【 VC Talks 】From the Runway to AI Imagery: Fashion’s Next Technological Revolution
08 Jun 2026
00:20:30
In this episode, we sit down with Yusan Lin, founder and CEO of Mirror Mirror AI, to explore how AI is rewriting fashion. She shares how Mirror Mirror AI helps real people license their likeness for AI-generated imagery, while building a more ethical and transparent model marketplace. We also discuss her journey from modeling to AI founder, her a16z Speedrun experience, and why fashion may be entering its next major tech shift.
Real people licensing their likeness for AI fashion imagery
AI lowering the cost and time of fashion shoots
Yusan’s a16z Speedrun experience
How AI may reshape fashion
Female founders in the AI era
Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）
這一集，我們與 Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）對談，聊聊 AI 如何重寫時尚產業的規則。她分享 Mirror Mirror AI 如何協助真實的人們授權自己的肖像，用於 AI 生成的影像，同時打造一個更具倫理、更透明的模特兒媒合市場。我們也談到她從模特兒轉型為 AI 創業者的歷程、她參與 a16z Speedrun 的經驗，以及為什麼時尚可能正迎來下一波重大的科技轉變。
本集重點：
真實的人如何授權肖像，用於 AI 時尚影像
AI 如何壓低時尚攝影的成本與時間
Yusan 的 a16z Speedrun 經驗
AI 將如何重塑時尚產業
AI 時代下的女性創業者
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-32 | 【AI News】Artemis Return to the Moon：A New Shot for Taiwan
06 Apr 2026
00:17:04
In this episode, we dive deep into the massive commercial and geopolitical forces behind the launch of NASA's Artemis II mission. Half a century later, humanity is heading back to the Moon, but this time it's no longer just about "planting a flag"; it's about establishing a lunar outpost and sustainable deep space infrastructure. We analyze how Taiwan is leveraging its globally recognized capabilities in semiconductors, ICT, and precision manufacturing to evolve from a crucial player in Low Earth Orbit (LEO) satellite supply chains to a core contributor in lunar exploration and planned deep space data centers. We also explore Taiwan's absolute dominance in "Space Compute" (holding approximately a 90% global market share in AI servers) and how it secures a strategic foothold in the projected trillion-dollar space economy. Ready to journey into the cosmos with us? Tune in to find out more!
我們將為您解析，台灣如何憑藉強大的半導體、資通訊與精密製造硬實力，從低軌衛星（LEO）供應鏈的關鍵要角，一路打入月球探測與深空數據中心（Lunar Data Center）的核心佈局。此外，我們也會探討台灣在「太空AI運算」領域（囊括全球約90% AI伺服器市占率）的絕對優勢，看台灣如何在預估達一兆美元的未來太空商機中穩占無可取代的戰略地位。準備好跟我們一起航向宇宙了嗎？千萬別錯過這集！
Leave a comment and share your thoughts: https://open.firstory.me/user/cl8jubp5t01v601sl4vys57dj/comments This is Startup Island Taiwan Podcast! All about the latest talks about Taiwan in cutting-edge technology, startup unicorns, and connections to the world.
Coming soon in early October. SUBSCRIBE NOW!
*Special Thanks: Powered by Startup Island Taiwan Directed by National Development Council
EP3-31 | 【 VC Talks 】 Volker Heistermann | Building Real Relationships in the Tech Ecosystem
31 Mar 2026
00:30:39
In this episode, we sit down with Volker Heistermann, co-founder of Mosaic Venture Lab, to explore his 30-year journey across the tech landscapes of Silicon Valley, Taiwan, and Germany. Volker breaks down the reality of Silicon Valley’s "inner circle," explaining why international success requires more than just a pitch deck or a round-trip ticket—it demands a "one-way ticket" commitment and deep local integration. From his early days building Taiwan’s app economy to his current focus on semiconductor and healthcare VC investments, he shares invaluable insights on avoiding common pitfalls, the importance of hiring local experts, and how to forge authentic, long-lasting relationships within the global tech ecosystem.
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
This podcast dives into the groundbreaking announcements from NVIDIA GTC 2026, marking the official dawn of the agentic and physical AI era. We explore CEO Jensen Huang's vision of transitioning from traditional data centers to "AI factories" that manufacture intelligence, converting power into "tokens" as the new economic unit. Key highlights include the staggering projection of $1 trillion in AI infrastructure demand and the unveiling of the vertically integrated Vera Rubin computing platform.
Furthermore, we discuss the revolutionary OpenClaw, an open-source operating system likened to "Android for agents", and the leap into physical AI with Cosmos for robotics. Tune in to understand how NVIDIA is architecting the foundational infrastructure of the next digital economy.
Welcome to this audio special on Nvidia GTC 2026, the company's most anticipated event of the year. As the tech world gathers in San Jose, we tune in to CEO Jensen Huang’s keynote to hear about the next frontier of AI. This year, the conversation shifts from model training to AI inferencing efficiency. We discuss Nvidia’s strategic integration of Groq’s "Language Processing Unit" (LPU) technology, which claims to run large language models up to 10 times more efficiently than traditional GPUs.
Our episode also explores rumors of a dedicated inference chip and Nvidia’s long-awaited laptop CPU, signaling a bold expansion beyond its GPU roots. With Nvidia’s data center revenue reaching $193.5 billion, we analyze how these new platforms aim to solidify the company's dominance. Listen in as we break down the product launches and dealmaking strategies defining the future of computing.
EP3-28 | 【AI News】Anthropic CEO Dario Amodei on "AI Safety"
09 Mar 2026
00:16:11
Dario Amodei, the former head of R&D at OpenAI, left the company in 2021 due to growing concerns over the rapid commercialization and safety of AI technology. Alongside his sister, Daniela Amodei, he co-founded Anthropic, a firm now valued at $183 billion. With the exceptional performance of its Claude models—particularly in coding—Anthropic has emerged as OpenAI's most formidable rival.
Amodei frequently sounds the alarm on the risks of advanced AI, describing powerful models as "a sovereign brain in a data center." He warns that there is a non-negligible risk of catastrophic outcomes and predicts that AI could replace 50% of entry-level white-collar jobs within five years. He also emphasizes that without proper oversight, AI could be weaponized by bad actors to develop biological weapons, posing a severe threat to national security.
This episode focuses on Dario Amodei and the AI ethical frameworks he champions at Anthropic, which enable models to self-supervise based on core principles. Amodei believes humanity is currently in a "technological adolescence" that will determine our survival. He maintains that only through transparent regulatory mechanisms can we ensure AI leads us toward a prosperous future rather than total destruction.
We’re diving straight into the heart of NVIDIA GTC 2026, where Jensen Huang has teased a "world-shocking" chip that marks the definitive dawn of the Rubin era. This isn't just another incremental update; it is a total overhaul of computational logic, moving us from the era of Generative AI into the realm of Physical and Reasoning AI. We will explore how the Vera CPU and HBM4 are teaming up to push inference performance to heights that were once pure science fiction, effectively turning data centers into massive, unified brains capable of solving the world's most complex engineering challenges.
At the core of this tectonic shift lies the unbreakable bond between NVIDIA’s vision and Taiwan’s industrial mastery. From TSMC’s cutting-edge 2nm and A16 processes to the breakthrough silicon photonics and liquid cooling solutions, Taiwan has transitioned from being a silent manufacturer to a lead architect of the global AI factory. Join us as we break down how giants like Foxconn, Quanta, and Delta Electronics are weaving silicon and light into the very fabric of our future, proving that the road to global AI intelligence runs directly through the heart of Taiwan’s engineering prowess.
我們將帶領各位深入 2026 年 NVIDIA GTC 大會的核心，探索黃仁勳口中那款「震驚世界」的新晶片。從 Blackwell 到 Rubin 架構的跨越，不僅是規格的升級，更是運算邏輯的徹底重塑。這場被譽為 AI 界超級盃的盛會，將揭示 Vera CPU 與 HBM4 如何聯手推升推論效能，讓我們正式告別純粹的生成式 AI，步入具備複雜推理能力與物理感知的實體 AI 新紀元。
在這場科技風暴的中心，台灣扮演了不可或缺的共生角色。從台積電最先進的 2 奈米與 A16 製程，到矽光子技術與液冷散熱的關鍵突破，台灣供應鏈正從幕後的製造者轉型為 AI 未來的共同建築師。本集將剖析鴻海、廣達、台達電等鑽石級合作夥伴如何與 NVIDIA 攜手，將矽、光與數據交織成改變世界的能量，帶你預見這場由台灣製造所支撐的全球運算革命。
EP3-26 | 【AI News】Demis Hassabis on "AI Renaissance"
23 Feb 2026
00:22:50
This episode explores the vision of Demis Hassabis, CEO of Google DeepMind and recipient of the 2024 Nobel Prize in Chemistry. Hassabis argues that 2026 marks a pivotal turning point in human history, as we enter what he describes as an “AI Renaissance”—an era whose impact could be ten times greater than the Industrial Revolution, unfolding at ten times the speed. He predicts that Artificial General Intelligence (AGI) could be achieved before 2030, while cautioning that today’s AI systems remain in a state of “jagged intelligence,” still lacking robust reasoning and long-term planning capabilities. As the industry enters a phase of consolidation, Hassabis is focused on transforming AI into a scientific engine. Through breakthroughs such as AlphaFold and initiatives like Isomorphic Labs, he aims to reshape drug discovery, while collaborations with the U.S. Department of Energy—such as the “Genesis Project”—seek to accelerate progress in energy innovation. At the core of his vision is the concept of “Radical Abundance.” As AI drives the marginal cost of healthcare and energy toward near zero, society may begin to transition into a post-scarcity era. To navigate this shift, Hassabis proposes new social mechanisms, including a “Global Abundance Dividend,” and emphasizes that AI governance must extend beyond technologists, requiring international cooperation to ensure these technologies benefit all of humanity.
本集的內容將帶您深入探索 Google DeepMind 執行長、2024 年諾貝爾化學獎得主 戴米斯·哈薩比斯 (Demis Hassabis) 的遠見。哈薩比斯指出 2026 年是人類歷史的轉折點，我們正進入一個「AI 文藝復興」時代，其影響力將是工業革命的十倍，且發展速度快上十倍。 哈薩比斯預測通用人工智能 (AGI) 可能在 2030 年前實現，但警告現今 AI 仍處於「參差不齊的智能」狀態，必須克服基礎推理與長期規劃的缺陷。隨著行業進入「洗牌期」，他致力於將 AI 轉化為科學引擎，透過 AlphaFold 與 Isomorphic Labs 變革藥物研發，並與美國能源部合作「創世紀任務」以加速能源突破。 他最核心的觀點是 「激進豐饒」(Radical Abundance)：當 AI 讓醫療與能源成本趨近於零，人類將邁向「後稀缺」社會。為應對此轉變，他提出「全球豐饒紅利」等社會機制，並強調 AI 治理不能僅留給技術專家，需透過國際合作確保這項技術能造福全人類。
EP3-25 | 【AI News】Taiwan–U.S. Trade Deal: Rebalancing Security and Economics
16 Feb 2026
00:14:17
In today’s episode, we examine the evolving trade arrangement between Taiwan and the United States and what it truly represents beyond the headlines. This is not simply about tariff adjustments or procurement commitments. It reflects a broader shift in the global economic order, where supply chains are increasingly shaped by security considerations rather than pure efficiency. Taiwan’s central role in semiconductors and advanced manufacturing places it at the heart of this transformation.
We will explore the structural forces that led to this agreement, its immediate macroeconomic implications for Taiwan, and the longer-term strategic trade-offs. Does deeper integration with the United States strengthen Taiwan’s economic resilience, or does it gradually reshape the geography of its technological advantage? Let’s take a closer look at what this deal really means.
EP3-24 | 【AI News】Amcham Survey：92% Foreign Firms upbeat on Taiwan
09 Feb 2026
00:16:42
AmCham Taiwan’s 2026 Business Climate Survey offers a structured snapshot of how foreign businesses are balancing growth, risk, and investment decisions in Taiwan. Conducted Nov 18–Dec 21, 2025 with responses from 206 member companies, the survey reports that 82% of respondents are confident about Taiwan’s economic outlook for the next 12 months, and 92% plan to maintain or increase investment this year.
This episode uses the report as the backbone of the discussion—moving beyond headlines to unpack what the numbers imply about Taiwan’s AI-driven expansion and the parallel rise of operational resilience planning. The survey notes that 46% of firms are updating emergency preparedness and business continuity measures, highlighting a dual reality: strong investment intent alongside intensified risk management as security concerns remain salient.
Moltbot(Openclaw) is an open-source, local AI agent that shifts the paradigm from reactive chatbots to proactive digital butlers running on your own hardware. With features like persistent memory stored in local files and full terminal access, it can automate complex tasks—from fixing servers to grocery shopping—and initiate conversations on apps like WhatsApp.
However, granting an AI such high-level control over your computer offers the "Ultimate Software Experience" only if users strictly manage the inherent security risks through sandboxing.
Moltbot (Openclaw) 是一款運行於本地端的開源 AI 代理人，將 AI 從被動問答轉變為能主動服務的數位管家。它具備存在本地檔案的永久記憶與電腦終端機的完全控制權，不僅能自動執行修復伺服器或購物等複雜任務，還能主動透過通訊軟體聯繫用戶。
然而，賦予 AI 如此高的系統權限雖能帶來極致的效率，使用者也必須透過沙盒機制嚴格控管，以防範潛在的資安風險。
EP3-40 | 【AI News】Computex / GTC Taipei Open This Week in Taiwan !
01 Jun 2026
00:41:08
Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."
In this episode, we take a close look at three defining trends:
1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.
2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.
3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.
In this episode, we dive into the real forces reshaping the semiconductor world: export controls, licensing regimes, and the race for AI chip supremacy. The industry is undergoing a permanent structural shift where security now commands the budget, and regional fragmentation is the new reality. Join us as we break down why "tariffs move the margins, but geopolitics moves the market". Whether you are an investor or a tech enthusiast, this episode will help you focus on what actually matters—from overseas fab expansions to advanced-node leadership.
EP3-21 | VC Talks: Andy Lombard | Tesoro VC : Linking TSMC to the U.S.
19 Jan 2026
00:19:40
In this episode, we invited Tesoro Venture Capital Founder and Managing Partner Andy Lombard to share how he identifies future industry leaders amid the trillion-dollar global race in semiconductors and AI. Developing a new chip often takes close to a decade and requires tens of millions of U.S. dollars in investment. Tesoro approaches this challenge through a model it calls “Codependent Innovation,” working in close collaboration with ecosystem partners such as TSMC, Cadence, and Amkor. By embedding startups directly into this network, Tesoro helps establish real-time feedback loops that significantly shorten development cycles. Andy explains in detail how Tesoro’s accelerator programs are designed to compress both R&D timelines and costs, with an ambitious goal: to cultivate the next generation of TSMC’s most important global customers within the next five years. Beyond investment strategy, Andy also discusses how Tesoro is working to replicate the success of Taiwan’s Hsinchu Science Park in the “Silicon Desert” of Phoenix. Tesoro is actively connecting leading universities—such as the University of Arizona and National Yang Ming Chiao Tung University—with advanced research centers, focusing on frontier domains including Physical AI, robotics, photonics, and AI chips engineered for extreme environments such as space. In this episode, we take a closer look at how Tesoro supports Taiwanese and global startups as they establish a presence in the U.S. market. Through cross-border collaboration and what Andy describes as a “corridor effect,” Tesoro aims to accelerate the commercialization of next-generation hard technologies and help shape a truly global ecosystem for physical, real-world AI.
在本集節目中，我們邀請到 Tesoro Venture Capital 的創辦人兼管理合夥人 Andy Lombard，與我們分享他如何在價值兆元的半導體與 AI 競賽中挖掘未來的產業巨頭。開發一顆晶片通常需要耗時十年並投入數千萬美金，但 Tesoro 透過「共同依賴式創新（Codependent Innovation）」模式，與台積電 (TSMC)、Cadence 及 Amkor 等生態系夥伴緊密合作，為新創公司建立即時的反饋機制。Andy 詳細介紹了他們如何透過加速器計畫壓縮研發時間與成本，目標是在未來五年內，為台積電培養出下一批最重要的全球大客戶。 從新竹到鳳凰城：打造實體 AI 的全球生態系 除了投資策略，Andy 也探討了如何將台灣新竹科學園區的成功模式，複製到亞利桑那州鳳凰城的「矽沙漠」。Tesoro 致力於串聯全球頂尖大學（如亞利桑那大學與陽明交大）與研究中心，鎖定「實體 AI (Physical AI)」、機器人、光子學以及專為太空極端環境設計的 AI 晶片等前瞻領域。我們將深入了解 Tesoro 如何協助台灣及全球的新創團隊落腳美國市場，並透過跨國合作的「廊道」效應，推動次世代硬科技的商業化進程。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-20 | AI News : CES 2026：Robotics、Physical AI and Agentic AI
12 Jan 2026
00:34:32
This episode of Deep Dive provides a comprehensive recap of CES 2026, highlighting a pivotal shift in the technology landscape from Generative AI (chatbots) to "Agentic AI" and "Physical AI." The discussion focuses on how AI is moving beyond the screen and cloud into the physical world to become the foundational infrastructure of consumer technology.
The hosts explain that this new era is defined by "agency"—software that proactively anticipates user needs and executes tasks across devices without waiting for prompts—marking a departure from the passive tools of the past few years.
The episode details specific innovations driving this shift, particularly the rise of local AI processing on PCs and smartphones to ensure privacy and speed (the "AI PC" era). It covers major developments in robotics, such as Hyundai's industrial integration of Boston Dynamics and new home assistants from Samsung and LG that aim to be helpful rather than just novelties.
Furthermore, the discussion touches on the explosion of health tech following new FDA guidance, featuring non-invasive monitoring and smart wellness devices, ultimately painting a picture of a future where technology becomes an invisible, proactive, and helpful layer in daily life.
這集 podcast 針對剛落幕的 CES 2026 進行了深入的趨勢分析，重點在於人工智慧（AI）的重大轉型：從單純的「生成式 AI」（如對話機器人）進化為具備主動執行能力的「代理 AI」（Agentic AI）與「實體 AI」（Physical AI）。節目指出，AI 已不再只是雲端上的軟體，而是成為各種硬體設備的基礎架構（Infrastructure）。透過 Lenovo 的情境感知筆電、Samsung 與 LG 的智慧家電生態系等案例，主持人解釋了 AI 如何從「等待指令」轉變為「預測需求並主動執行」，真正實現跨裝置的無縫協作。
除了軟體代理，節目也探討了 AI 進入實體世界的硬體突破。重點涵蓋了 NVIDIA 與現代汽車（Boston Dynamics）在工業與居家機器人上的進展，以及為了支援這些「邊緣運算」所需的強大晶片（如 NVIDIA RTX 50 系列與各家 NPU）。此外，討論觸及了 FDA 新規範放寬後帶來的健康科技爆發，例如非侵入式血糖監測與智慧馬桶等。整體而言，CES 2026 標誌著科技正從數位的對話框，大步邁向能感知、移動並協助人類處理實體任務的時代。
EP3-19 | VC Talks: Shao-Yu Jheng | Why Reindustrialization Fails Without Global Supply Networks
05 Jan 2026
00:29:10
VC Talks: Shao-Yu Jheng (Harvard) | Why Reindustrialization Won't Work Without Global Supply Networks
As reshoring and industrial policy return to the center of U.S. economic strategy, supply chains are increasingly framed as matters of national security and sovereignty. But history tells a more complicated story. In this episode of VC Talks, Uly revisits Left for Dead, a 1997 study on the revival of U.S. electronics, to question whether bringing manufacturing back home was ever the true driver of America’s industrial recovery.
Joined by Shao-Yu Jheng, a postdoctoral researcher in Economics at Harvard University, the conversation reframes the 1980s–90s comeback as a story of network leadership rather than national production. The episode examines why the Japanese manufacturing model ran into structural limits, how Taiwan and overseas Chinese (OC) production networks enabled coordination at scale, and why control over global supply networks—rather than factory location alone—proved decisive. Looking ahead, the discussion challenges today’s reshoring debate by asking what industrial policy can realistically change, and where its influence fundamentally ends.
在美國近年大力推動再工業化與製造回流的政策背景下，供應鏈被重新視為國家競爭力的核心資產。然而，歷史是否真的支持「把工廠搬回國內」就能重建產業實力？本集《VC Talks》回到一篇 1997 年探討美國電子產業復甦的研究〈Left for Dead〉，試圖從產業史的角度，重新檢視當前對 reshoring 的普遍想像。
主持人 Uly 與哈佛大學經濟學博士研究員鄭紹鈺深入對談，指出美國在 1980 至 1990 年代的產業反彈，並非來自製造回流，而是成功主導橫跨多國的生產網絡。節目聚焦日本製造模式的結構性限制，以及臺灣與海外華人（OC）產業網絡如何在關鍵時刻提供彈性、效率與協調能力，成為美國科技體系得以延續競爭優勢的隱形支柱。本集不只回顧歷史，也直指一個當代問題：在高度全球化的供應鏈體系中，真正的產業力量，究竟掌握在國家邊界，還是網絡控制之中？
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-18 | AI News : Robotics + AI: Taiwan’s Next Industry
29 Dec 2025
00:31:11
Robotics and AI are becoming core foundational capabilities of the physical economy. As AI extends from cloud-based models into hospitals, logistics centers, and a wide range of service environments, robots increasingly carry functions of perception, reasoning, and decision-making, directly translating into measurable gains in productivity, system reliability, and operational safety. Together, they are emerging as critical infrastructure supporting the operation of modern society.
Taiwan has established “Robotics + AI” as a key direction in its future industrial布局, responding to the long-term challenge of a highly concentrated industrial structure. While semiconductors remain a central pillar, their capital-intensive nature and limited spillover effects mean that the next phase of growth must come from a new industrial curve. The National Development Council has therefore been tasked with identifying scalable, repeatable, and extensible industry models—channeling Taiwan’s deep strengths in hardware, engineering, and systems integration into professional, service-oriented robotics, with priority deployment in healthcare, long-term care, logistics, and facility management where demand is clear.
Along this trajectory, the government’s role is evolving into that of an industry accelerator. By integrating R&D outputs and supporting the formation of new robotics companies, it is laying the groundwork for private capital and startups to enter, scale, and participate sustainably. This episode approaches the topic through the lens of industrial structure and policy logic, explaining why Taiwan has positioned Robotics + AI at the core of its next industrial phase, and how this strategy may shape the country’s economic future.
機器人與 AI 正成為實體經濟運作的核心底層能力。隨著 AI 從雲端模型延伸至醫院、物流中心與各類服務場域，機器人逐步承載感知、判斷與決策功能，並直接轉化為可量化的生產力、系統穩定度與營運安全，成為支撐現代社會運作的重要基礎設施。
EP3-17 | VC Talks: Uly Su | 5 Tech Signals from Taiwan in 2025
22 Dec 2025
00:26:59
In this episode, Uly examines five defining technology signals emerging from Taiwan in 2025—and explains why they matter far beyond local headlines. Rather than viewing Taiwan solely as a semiconductor manufacturing center, this conversation reframes it as a critical capability hub shaping how artificial intelligence systems scale, deploy, and sustain over the next decade.
The discussion covers TSMC’s USD 100 billion expansion in the United States, NVIDIA’s decision to establish its major R&D headquarters in Taipei, and AMD’s continued expansion of its R&D footprint in Taiwan. Uly also breaks down the strategic implications of Taiwan’s AI Basic Law, as well as the accelerating commercialization of silicon photonics and co-packaged optics (CPO) by leading Taiwanese technology companies.
Together, these developments point to a deeper shift: AI’s future growth is increasingly constrained not by models alone, but by infrastructure, hardware integration, regulation, and long-term system design. This episode offers investors, founders, and technology leaders a clearer framework for understanding why Taiwan plays a central role in the global AI roadmap—and why the AI era cannot scale without it.
本集深入解析 2025 年來自臺灣的五項關鍵科技訊號，說明這些發展為何不只是區域新聞，而是正在影響全球 AI 擴展路徑的重要因素。本集重新定位臺灣的角色，從單一的半導體製造重鎮，轉向支撐 AI 長期發展的核心能力基地。
這些訊號共同指向一個更深層的轉變：AI 的成長瓶頸，已不再只是模型能力，而是來自硬體整合、基礎設施、制度設計與長期系統規劃。本集提供投資人、創辦人與產業決策者一個清楚視角，理解為何臺灣在全球 AI 發展中占據關鍵位置，以及 AI 時代為何無法在沒有臺灣的情況下持續擴展。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
In 2026, generative AI is crossing a critical threshold—from reactive tools to action-oriented systems capable of setting goals and executing tasks. This shift is already reshaping how organizations make decisions, how teams operate, and how individual roles are valued.
This episode explores the most defining generative AI trends of 2026, including the real-world deployment of AI agents, the growing tension between scale and authenticity in generated content, and the expansion of AI into research, simulation, and professional decision-making. Rather than a technical overview, this conversation focuses on what has already changed and which capabilities are being repriced.
If you’re a founder, investor, business leader, or a professional assessing how AI will impact your role and industry, this episode provides a clear framework for understanding what truly matters in the year ahead.
2026 年，生成式 AI 正在跨過一條關鍵界線——從被動回應指令的工具，轉變為能設定目標、主動執行任務的行動型系統。這個轉變，正實際影響企業如何做決策、團隊如何協作，以及個人工作的價值定位。
本集將聚焦生成式 AI 在 2026 年最具代表性的趨勢，包括 AI Agent 的實際落地、生成內容與真實性的張力、以及 AI 如何進入研究、資料模擬與專業決策場景。這不只是對技術發展的整理，而是協助你理解哪些變化已經發生、哪些能力正在被重新定價。
如果你是創辦人、投資人、企業決策者，或正在評估 AI 對自身工作與產業影響的專業工作者，這一集將幫助你用更清楚的脈絡，看懂接下來一年值得關注的方向。
EP3-15 | VC Talks：Timothy Chen | How AI Is Redefining Early-Stage Venture Investing ft. Uly Su
08 Dec 2025
00:33:58
In this episode of VC Talks, we sit down with Timothy Chen, Founder of Essence VC, to unpack his core perspectives on investing in AI startups—and why, despite rapid advances in models and tools, the founder matters more than ever at the earliest stage.
Drawing from his frontline experience in early-stage venture capital, Timothy reflects on the structural shifts in the AI investment landscape before and after 2022. As foundation models and cloud infrastructure become increasingly commoditized, where does true differentiation come from? He also speaks candidly about which layers of today’s AI value chain are likely to capture lasting value, and the seemingly compelling narratives that may look impressive on the surface but, in reality, lack defensible technical moats—clear red flags he watches for when evaluating young teams.
The conversation also looks ahead to a disruption the venture world is just beginning to confront: when AI agents can already run diligence, analyze markets, and even take part in negotiations, how does the role of a venture capitalist evolve? Timothy shares his rethinking of where enduring VC value will lie, offering a key insight—while AI can dramatically amplify efficiency, it cannot replace human judgment or the ability to build long-term trust.
If you’re thinking about how to become a more effective early-stage investor in the AI era, or want to understand how top VCs quickly identify the people and teams truly worth backing for the long run, this episode offers a compelling, first-hand perspective.
Timothy 從早期創投的第一線觀察出發，回顧 2022 年前後 AI 投資生態的結構性轉變：當基礎模型與雲端資源逐漸商品化，真正的差異化該如何被定義？節目中，他也坦率談到，在今日的 AI 產業鏈中，價值究竟會沉澱在哪一層，以及哪些看似華麗、實際上可能缺乏技術護城河的行銷語言，是他在評估早期團隊時最重視的警訊。
另外，我們也試著思考未來創投圈即將面對的衝擊：當 AI agents 已能執行盡職調查、分析市場，甚至參與談判後，創投的角色究竟又會如何演變？ Timothy 分享他對未來創投專業價值所在的重新想像，也拋出一個關鍵觀點——雖然AI技術可以放大效率，但無法取代人類的判斷與建立長期信任的能力。 如果你正在思考如何在 AI 世代成為極具影響力的早期投資者，或想理解早期創投如何快速辨識，甚麼是「值得長期下注的人與團隊」，這一集將提供極具啟發性的第一手視角。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-14 | AI News: FORMOSAT-8 Launch — Taiwan’s New Orbital Era
01 Dec 2025
00:33:18
In late November 2025, Taiwan marked a significant milestone with the successful launch of the first satellite in the Formosat-8 constellation. Carried into a 561-km sun-synchronous orbit aboard a SpaceX Falcon 9, the “Chi Po-lin” satellite symbolizes both technical progress and cultural meaning, extending the late filmmaker’s aerial perspective of Taiwan into space. This mission inaugurates Taiwan’s first domestically built high-resolution Earth-observation constellation.
FORMOSAT-8 will eventually consist of eight satellites deployed between 2025 and 2031. With native 1-meter resolution—improving to roughly 70 centimeters for two advanced units—the constellation will provide multiple daily revisits over Taiwan. Importantly, about 84% of each satellite’s core components are manufactured in Taiwan, covering optics, structures, propulsion, and electronics. This demonstrates the country’s ambition to develop a self-reliant industrial base for space technologies.
The episode also explores the broader global landscape. The value of the global space economy reached USD 570 billion in 2023 and is projected to exceed USD 1 trillion within the decade. Reusable rockets from SpaceX and Blue Origin, mega-constellations such as Starlink and OneWeb, and commercial imaging companies like Planet Labs and ICEYE are reshaping how nations communicate, observe Earth, and respond to climate and security challenges.
In this episode, we examine what Formosat-8 means for Taiwan’s space capabilities, how global players are redefining the space economy, and why satellite technology is becoming essential infrastructure for connectivity, environmental monitoring, disaster response, and national security. Taiwan’s emerging participation in this ecosystem reflects both technological ambition and a strategic need for resilience in an increasingly complex world.
EP3-13 | VC Talks：Dr. Wesley Chu | U.S. Reindustrialization & the “Made with Taiwan” Era
24 Nov 2025
00:23:21
This episode unpacks how the U.S. reindustrialization wave—driven by the CHIPS Act, the IRA, and mega-projects like Project Stargate—is reshaping global AI infrastructure. Dr. Wesley Chu explains why this buildout still relies heavily on Taiwan’s supply chain, spanning advanced semiconductors, packaging, and AI hardware manufacturing.
We also explore the shift from “Made in Taiwan” to “Made with Taiwan,” marked by co-built AI parks and highly automated AI factories. As global competition intensifies, Dr. Chu highlights why Taiwan must strengthen core technology protection and supply-chain resilience to maintain its central role in the democratic technology ecosystem.
本集帶你理解美國再工業化如何重塑全球 AI 基礎建設。從 CHIPS 法案、IRA，到 Project Stargate 等超大型投資，美國正以高速擴建算力需求所需的先進晶片與 AI 工廠。Dr. Wesley Chu 說明，這波建設浪潮的核心仍深度倚賴臺灣供應鏈，從先進製程、封裝，到 AI 伺服器與關鍵硬體。
節目也討論「Made in Taiwan」正逐步轉向「Made with Taiwan」——透過跨國共建 AI 園區、合作打造自動化工廠，臺灣在民主科技生態系的戰略位置進一步提升。同時，全球競爭加劇下，臺灣更需要強化技術保護與供應鏈韌性，確保在新一輪 AI 工業革命中的關鍵角色。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-39 | 【 VC Talks 】Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem
25 May 2026
00:24:01
EP 3-39 | Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem ft. Jillian Sun,TCIP Semiconductor Policy Researcher, xMEMS Labs
節目主持人 Uly Su 邀請曾在台灣資本市場深耕九年、後赴史丹佛商學院深造，現於柏克萊大學研究美國 CHIPS Act 政策的 Jillian Sun，從供應鏈結構出發，帶聽眾系統性地理解這個產業的全貌：從上游的 IP 授權、EDA 設計工具、設備製造商，到中游的晶圓代工廠，再到下游封裝測試，每個環節都是高度專業化、難以複製的知識積累。
節目中，Jillian 以新竹科學園區為例，說明台灣半導體產業成功的關鍵不只是資金，而是供應鏈在地理上的高度集中——騎摩托車一小時內就能走完上下游——以及跨公司、跨領域人才高強度協作解決問題的文化。對照美國推動半導體回流的現況，她指出建廠成本約為亞洲的五倍，加上人才、法規、材料取得等結構性挑戰，美國真正的優勢或許在於軟體與 AI 驅動的 EDA 新創，以及即將到來的 Edge AI 與矽光子技術浪潮。
Building a fab is just the beginning — the real challenge is building an ecosystem. In this episode, Uly Su sits down with Jillian Sun, a former Taiwan capital market specialist turned Stanford GSB graduate and Berkeley researcher studying the US semiconductor industry under the CHIPS Act. Jillian walks through the full semiconductor supply chain — from IP licensing and EDA design tools to foundries, advanced packaging, and manufacturing equipment — giving a clear-eyed picture of just how many layers of specialized knowledge hold this industry together.
Drawing on Taiwan's Hsinchu Science Park as a reference point, Jillian explains why geographic density and deep cross-company collaboration are as important as capital investment — and why the US faces structural headwinds that go well beyond funding, from construction costs running roughly five times higher than Asia to permitting complexity and talent pipelines. Her view on where the US should focus: lean into its startup ecosystem, AI-accelerated EDA tooling, and the coming wave of edge AI and silicon photonics, rather than trying to replicate Asia's manufacturing base through sheer capital force.
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
EP3-12 | AI News: Forbes “AI 50” 2025 — What the World’s Top AI Startups Mean for Taiwan
17 Nov 2025
00:37:18
In this episode of AI News, we take a closer look at the newly released Forbes “AI 50” list for 2025. Selected from nearly two thousand applicants, the fifty featured companies highlight a major shift in the global AI landscape—from model development races to full workflow automation and real-world deployment.
We examine key players such as Cursor, Harvey, Figure AI, and World Labs, exploring how they are transforming software engineering, legal processes, medical information access, and robotics. The discussion then turns to Taiwan: with rising compute demand and rapid growth in edge AI, semiconductors, servers, and healthcare technology, how should Taiwan position itself for the next two to three years? This episode offers a strategic, international perspective on the opportunities and challenges that lie ahead.
本集 AI News 聚焦最新公布的 Forbes《AI 50》2025 名單。從近兩千家提名企業中脫穎而出的五十家 AI 新創，反映了全球 AI 發展正從模型競賽全面走向「產業流程自動化」與「實體世界應用」的新階段。
我們將解析 Cursor、Harvey、Figure AI、World Labs 等代表性公司，理解它們如何重新定義工程開發、法律審查、醫療資訊查詢與人形機器人的應用場景。節目也延伸討論這波變化帶給臺灣的意義——無論是算力需求、半導體與伺服器供應鏈、邊緣裝置，或醫療與法規科技，臺灣應如何在未來兩到三年精準抓住跨國合作與產業升級的窗口。這是一集從國際視角檢視台灣 AI 競爭力的提問。
EP 3-11 | VC Talks：Kai Chen (Ocean IQ Capital) | How Family Offices and LPs See the AI Wave
10 Nov 2025
00:22:39
In this episode, we speak with Kai Chen, General Partner at Silicon Catalyst Ventures and Founder of OceanIQ Capital, to explore how family offices and long-term LPs are approaching the current AI boom. Unlike traditional venture firms that often emphasize speed, narrative, and rapid scaling, family offices prioritize discipline, capital durability, and value creation grounded in real-world application. Their focus is on AI solutions that fundamentally enhance system efficiency—whether in manufacturing, enterprise operations, healthcare, or infrastructure—rather than on hype-driven valuation swings.
We also examine the cross-border innovation landscape. Taiwan plays a pivotal role in the global semiconductor and hardware supply chain, while Silicon Valley excels at transforming raw computational power into platforms, algorithms, and developer ecosystems. Instead of competition, this represents a symbiotic structure that underpins the next generation of AI progress.
Kai argues that this moment in AI is more than a cyclical uptrend; it marks a structural shift in how knowledge work, organizational decision-making, and industrial output are defined. For long-term capital, the goal is not simply to “catch the wave,” but to understand which parts of this transformation will endure.
本集邀請 Silicon Catalyst Ventures 合夥人、同時為 OceanIQ Capital 創辦人的陳凱，深入談論家族辦公室與 LP 在 AI 浪潮中的位置與策略。
Kai 認為家族資本通常具備更長的時間視野，更重視資產配置的韌性與技術價值的真實落地。因此，在 AI 投資中，他們聚焦於能帶來系統性效率提升與穩健現金流的應用場景，而非僅依循市場情緒追逐熱門題材。 在節目中，我們也討論到跨境創新鏈的協作模式：臺灣憑藉半導體與先進製程掌握全球運算的根基，而矽谷則將算力轉化為平台、演算法與產品生態，兩地並非競爭，而是新一代技術革命中不可或缺的互補力量。陳凱認為，當 AI 不再只是「下一波科技浪潮」，而是逐步重塑醫療、工業、企業決策和知識工作時，真正的關鍵在於如何以長期心態面對這場改變人類文明結構的變化。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
In Case You Missed It: TechCrunch Disrupt 2025 Review
Welcome to our latest episode — a deep dive into TechCrunch Disrupt 2025, the global gathering where the next decade of innovation begins.
If you’re a founder, investor, or simply curious about how technology is reshaping the real world, this one’s for you. Disrupt isn’t just another conference — it’s where vision meets execution, and where new industries are quietly being built.
This year, the spotlight shifted from hype to hardware, from theory to traction. We’ll unpack the rise of Glīd, the logistics startup reinventing freight movement; Nephrogen, blending AI and gene therapy; and bold predictions from Zoom’s Eric Yuan, who believes AI could soon redefine the workweek itself.
We’ll also explore how the event’s new Going Public Stage revealed the real playbook for scaling — and why Asia’s innovators, from Taiwan to Japan, are finding their global footing right here in San Francisco.
By the end of this episode, you’ll understand not only what happened at Disrupt, but why it matters to you — how these shifts in AI, logistics, biotech, and hardware signal where the next opportunities are emerging.
So grab your headphones, and join us as we decode the conversations shaping the future of startups, capital, and technology itself.
In this episode, we’re joined by serial entrepreneur and investor Terry Hsiao to explore the defining shifts that have shaped Silicon Valley from 2000 to 2025—from the dot-com boom and bust, through the rise of mobile and cloud, to today’s AI-driven transformation and the restructuring of venture models.
Terry’s journey spans from engineer to serial founder, investor, and educator, bridging startup communities across the U.S. and Taiwan. He reflects on how each wave—from the internet era’s obsession with “eyeballs,” to the mobile revolution powered by the iPhone and AWS, to the post-COVID reinvention of venture—has redefined what it means to build and invest.
Beyond taking a company public, Terry now mentors founders and investors on both sides of the Pacific, offering insights on what it takes to thrive in the decade ahead.
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
In this special edition of EP 3–8, we explore how two innovation capitals—San Francisco and Los Angeles—revealed contrasting yet complementary visions of the tech future during Tech Week 2025.
From OpenAI’s pragmatic focus on AI infrastructure at Fort Mason to IBM Ventures’ high-stakes corporate venture night downtown, San Francisco showcased a city obsessed with building the backbone of intelligence. A week later, Los Angeles responded with cinematic flair: AI-driven fashion in Beverly Hills, immersive storytelling summits in Culver City, and a CEO retreat at Terranea where culture met capital.
This episode examines how the Bay Area engineered the systems of tomorrow while LA gave them soul—marking a shift from innovation as technology to innovation as experience.
EP3-7 | OpenAI/AMD’s Chip Alliance, America’s New Tariff War, and the Fragmenting AI Supply Chain
13 Oct 2025
00:33:22
This week, we trace two seismic shifts redefining both the AI race and the global economy.
OpenAI–AMD Alliance marks a structural realignment in the AI hardware landscape. The multi-year partnership grants OpenAI access to up to 6 GW of AMD’s next-generation Instinct accelerators—a move that diversifies its compute base beyond NVIDIA and positions AMD as a credible second supplier in the frontier-model era. The deal, which could add tens of billions in market value, signals a future where model developers and chipmakers are financially intertwined to secure compute sovereignty.
U.S.–China Trade Confrontation re-enters a critical phase as Washington moves to impose 100 percent tariffs on nearly all Chinese imports, citing Beijing’s rare-earth export restrictions as a strategic threat. The escalation threatens to fragment technology supply chains, drive inflationary pressure in the U.S., and accelerate the formation of rival industrial blocs—America’s “friend-shoring” network versus China’s Belt-and-Road manufacturing orbit.
Together, these developments expose a world where AI capacity, economic power, and geopolitical control are converging into the same equation—and where nations, companies, and investors must decide which ecosystem they belong to.
EP3-6 | Washington’s Shutdown to Taiwan’s New Alliance and the AI Workforce Shift
06 Oct 2025
00:21:43
This week, we track three pivotal forces shaping the global innovation narrative.
Washington’s Shutdown has paralyzed U.S. federal agencies, disrupting capital markets and research while costing the economy up to $15 billion a week, underscoring how fragile high-tech growth becomes when governance stalls.
Taiwan–U.S. High-Tech Partnership is emerging as a strategic framework for resilient supply chains and shared R&D in semiconductors and AI, offering a “Taiwan model” that balances collaboration with technological sovereignty.
The AI Workforce Shift is accelerating as more than 120,000 global layoffs redefine work in the automation era, where efficiency metrics now favor algorithms over headcount.
EP3-5 | Innovation Across the Pacific: Taiwan and San Francisco Tech Weeks 2025
29 Sep 2025
00:29:13
This week, we take a closer look at two stories shaping the global innovation narrative from opposite sides of the Pacific.
Taiwan Tech Week 2025: From Semiconductor Island to Innovation Island Taiwan brought more than 120 startups and 3,500 professionals to Silicon Valley in its boldest overseas showcase yet. The Taiwan Tech Summit at Santa Clara Convention Center signaled a shift in identity, positioning Taiwan as an Innovation Island with ambitions in AI, biotech, and deep tech, while building new bridges with the global ecosystem.
San Francisco Tech Week 2025: A City Reclaims Its Innovation Role From September 15 to 21, San Francisco will host hundreds of events across the city, from AI and biotech forums to climate tech gatherings and neighborhood mixers. Tech Week 2025 is both a celebration and a test, as the city seeks to reassert itself as the epicenter of innovation culture in a world of rising global competition.
EP3-4 | Jim Keller’s Taiwan Bet, TADTE 2025 Preview
22 Sep 2025
00:35:19
This week, we spotlight Jim Keller’s decision to bring Tenstorrent to Taiwan, and preview the Taipei Aerospace & Defense Technology Exhibition (TADTE 2025)—two stories that highlight Taiwan’s expanding influence at the cutting edge of global technology.
Jim Keller and Tenstorrent: Betting on Taiwan At SEMICON Taiwan 2025, legendary chip architect Jim Keller—known for breakthroughs at Apple, AMD, and Tesla—announced that his company Tenstorrent will open a new office in Taiwan. The move underscores Taiwan’s unrivaled semiconductor supply chain and engineering talent, as Tenstorrent pushes chiplet-based AI processors to challenge NVIDIA’s dominance. Beyond business expansion, Keller’s strategy represents a vision of democratizing AI compute through affordable, flexible, and open architectures.
TADTE 2025: Innovation and International Collaboration Opening this September at the Taipei Nangang Exhibition Center, TADTE 2025 will bring together more than 400 exhibitors from over a dozen countries. With themes spanning advanced defense, green aviation, resilient supply chains, and unmanned systems, the exhibition positions Taiwan as a hub for aerospace innovation and cross-border cooperation. By showcasing both local breakthroughs and global partnerships, TADTE affirms Taiwan’s role as not just a manufacturing base, but a co-creator of the future of defense and aerospace technology.
This week, we look back at the breakthroughs and challenges unveiled at SEMICON 2025 in Taipei, and preview the upcoming Taiwan Tech Summit in Silicon Valley—two events that showcase Taiwan’s central role in the global tech arena.
SEMICON 2025：AI and Advanced Packaging at the Forefront
The 2025 International Semiconductor Exhibition (SEMICON 2025) in Taipei celebrated its 30th anniversary with a record scale: 1,200 companies from 56 countries, 4,100 booths, and nearly 100,000 attendees.
Highlights included AI, high-performance computing, and advanced packaging technologies such as 3D IC and chiplets, alongside themes like automotive semiconductors, robotics, sustainability, and cybersecurity. Industry leaders from TSMC, Google, Infineon, and NXP debated power and talent challenges while unveiling innovations like Google’s latest TPU and SK Hynix’s HBM4 memory.
Taiwan Tech Summit 2025 debuts in Santa Clara
Taiwan Tech Summit 2025 gathered over 3,500 professionals at the Santa Clara Convention Center, highlighting Taiwan’s ambition to evolve from a semiconductor hub into a global innovation leader. The event featured forums on AI, biotech, design, and cross-border entrepreneurship, alongside a Demo Day where startups with proven traction pitched for international investment.
The Summit underscored Taiwan’s determination to become not just a supplier of hardware but a partner in shaping the future of AI, biotech, and human-centered technology. It marked both a milestone and a call to action for Taiwan’s global innovation journey.
EP3-38 | 【AI News】The AI Consulting War：OpenAI and Anthropic Enter Services Market
18 May 2026
00:16:44
In May 2026, OpenAI and Anthropic launched a combined $5.5 billion assault on the $375 billion enterprise consulting market. OpenAI’s $4 billion "DeployCo" targets Fortune-scale giants by directly embedding engineers into client teams, while Anthropic’s $1.5 billion venture focuses on mid-sized companies. Both tech giants realize that great AI models aren't enough—the real competitive advantage and money lie in actual implementation. They are no longer just building models, but transforming into a new kind of consulting firm to directly compete with heavyweights like McKinsey and Accenture.
2026年5月，OpenAI 與 Anthropic 豪擲 55 億美元，聯手突襲價值高達 3,750 億美元的企業顧問市場。OpenAI 斥資 40 億美元成立「DeployCo」，主攻大型企業並將工程師直接派駐客戶端解決痛點；Anthropic 則透過 15 億美元的合資企業鎖定中型公司。兩大 AI 巨頭皆看清殘酷現實：光有最強的 AI 模型已經不夠，真正的商機與競爭優勢在於將 AI 成功落地實作。他們正從單純的模型供應商，正式轉變為麥肯錫與埃森哲等傳統顧問巨頭的致命競爭對手。
EP3-2 | Global News: Chip Tariffs, Taiwan Space Startup Breaks Even, Taiwan Expo USA Highlights
07 Sep 2025
00:50:28
This week, we take a closer look at three stories shaping technology, business, and Taiwan’s role in the global arena.
Chip Tariffs Intensify U.S. President Donald Trump is once again using tariffs to push semiconductor production back to America. This move challenges decades of globalized supply chains and sharpens U.S.–China tech rivalry. We chose this story because Taiwan’s central role in chipmaking means the policy could have a direct and lasting impact on its industry and international partnerships.
Taiwan Space Startup Breaks Even Tensor Tech, a space startup from Taiwan known for its spherical motors now regularly flying on SpaceX missions, has reached financial break-even in 2025. We highlight this story because it marks a milestone in deep-tech innovation, showing how a young company can carve out a position in the global space economy.
Taiwan Expo USA Triumphs The Taiwan Expo USA 2025 in Dallas drew more than ten thousand participants and over a hundred companies, securing multiple cross-border collaborations. We feature this story because it underscores Taiwan’s growing presence in the U.S. market and reflects how industry and culture together strengthen Taiwan–U.S. relations.
EP3-1 | Global News: US Tariffs, the New AR Glasses Market, and the End of the Russia-Ukraine War?
31 Aug 2025
00:35:15
In this episode of AI News, we delve into the latest developments shaping the global tech landscape.
We start with a look at the economic implications of the recent US tariffs and how they are poised to impact the supply chain for AI and other advanced technologies. Next, we shift our focus to the rapidly emerging market for AR glasses, exploring new hardware and software innovations and discussing the potential for these devices to change how we interact with the digital world.
Finally, we analyze a new report on a potential end to the Russia-Ukraine war and its possible effects on the tech and startup ecosystems in both regions. We also discuss how these geopolitical shifts might influence global investments and innovation. Join us as we break down these critical topics, providing insights into how AI is at the center of these major shifts.
S2EP21 The World's First AI Designer: Redefine Your Space with HOMEE.AI
19 Jul 2024
00:14:37
How is AI redefining our living spaces? A Taiwan-based innovator, HOMEE.AI, is revolutionizing the global home furnishing industry with its cutting-edge AI technology.
We are honored to have Kenny Du, the founder and CEO of HOMEE.AI, join us to share how this cloud-based solution simplifies the entire process of interior design and furniture selection. Discover how this groundbreaking technology is not only transforming interior design but also reshaping related industries such as real estate and construction, while becoming a strategic partner of Nvidia and Google.
Host : Uly from Meet Global Guest : Kenny Du, founder and CEO of HOMEE.AI
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2EP20 Manage, Design, and Earn Carbon Credits! How Frontier.cool Accelerates Fabric Digitalization with AI
21 Jun 2024
00:27:52
In the past, the fashion industry was characterized by a supply-driven mindset that led to massive waste and overstock. The digital fabric cloud platform, Frontier.cool, drastically reduces production costs and waste through digitalization and AI, and has secured international brand clients such as Adidas and Under Armour.
We are pleased to have Wayne Y. Fan, co-founder & chief strategy officer of Frontier.cool, to discuss the technology gap between brands and production, the transformation of the entire fabric supply chain, and how he has built scalable business models in the sustainability field.
Host : Uly from Meet Global Guest : Wayne Y. Fan, co-founder & chief strategy officer of Frontier.cool
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👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP19 : New Encryption For A New Era ! How JMEMTEK guards chip security through PQC defense technology ?
07 Jun 2024
00:28:33
Chips are ubiquitous, and each one poses a cybersecurity risk of being hacked. Where should we start to ensure information security? We are delighted to have John, the founder and current CEO of JMEMTEK, discuss his vision, the backstory of the business, and how JMEMTEK embedded their solution into chips to create a safer environment in this era of the Internet of Everything.
Host : Uly from Meet Global Guest : John Chang, Founder and Current CEO of JMEMTEK
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP18 : Chris Yeh on Blitzscaling, AI and Startups
24 May 2024
00:31:05
How do leading startups like Amazon and TSMC expand a business at maximum speed to seize market opportunities in highly uncertain environments ?
We had the pleasure of speaking with Chris Yeh, the co-author of Blitzscaling, exploring the concept and strategies of "Blitzscaling". His books help founders, venture capitalists, corporate leaders, policymakers, and everyday people better understand how the internet has changed the way we work together to build amazing organizations.
Learn how Chris Yeh views Taiwan’s startup environment and why we should pursue hyper-growth !
Host: Chi Ko & Wendy from Meet Global Guest: Chris Yeh, Investor, Author, Mentor, Entrepreneur
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP17: Exploring global opportunities by Taiwan's technology and ICT industry : Volker Heistermann’s tech and strategic insights
10 May 2024
00:36:21
Volker Heistermann is an experienced investment professional with over 25 years of experience in investment, business development, and innovation management. He has worked in key markets such as the USA, Germany, Taiwan, and Southeast Asia. Currently, he co-founded Mosaic Venture Lab, which delivers groundbreaking solutions in cabin intelligence, electrification, and sustainability.
In this episode of the Startup Island Taiwan Podcast, you will discover：
☛ Volker's background story: Born in Germany, he worked for years in Silicon Valley before deciding to explore entrepreneurial opportunities in Taiwan. ☛ Promoting events like Startup Weekend in Taiwan to build brand awareness and partnering with the government to run the APEC accelerator program. ☛ The reasons that made German car companies like Volkswagen, BMW, and Porsche recognize Taiwan's tech strengths, leading them to frequently visit Taiwanese startups. ☛ Analyzing the advantages of Taiwanese startups and why Taiwan plays a role in the global market.
Host: Chi Ko & Wendy from Meet Global Guest: Volker Heistermann, Co-Founder & Head of Strategic Corporate Partnerships at Mosaic Venture Lab
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP16 : Love what you do, but don't be in love! Why Bruce Bateman returned to the startup ecosystem for energy technology
26 Apr 2024
00:44:44
We had the pleasure of speaking with Bruce, a serial entrepreneur and advisor, who returned to the energy technology startup scene after retiring three times. Through his extensive international experience, he shared with us insights into different cultures and business practices. Additionally, Bruce shared interesting case examples and ideas, including topics like energy and the carbon future , while discussing his process of assisting corporations and startups.
Host: Chi Ko & Wendy from Meet Global Guest: Bruce Bateman, VP APAC and Co-Founder of Zero Carbon Future
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP15: He came back and loves here! Why Twitch Co-founder Kevin Lin stays in Taiwan, and his advice in Taiwan and the startup ecosystem.
12 Apr 2024
00:50:40
Kevin had a wonderful conversation with the two hosts during this podcast interview. He discussed the reasons for coming to Taiwan in the past and what attracted him to stay. After staying, he embarked on several different adventures related to startups, including starting a new gaming company, investing in startups, and assisting them. He shared his personal perspective on how Taiwan can attract more foreigners to come and stay here. Additionally, he generously offered many practical suggestions for Taiwan's startup companies, founders, and startup ecosystem.
Host: Chi Ko & Wendy from Meet Global Guest: Kevin Lin, Co-founder , Twitch
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
S2 EP14：The Journey and Milestones We Shared with Asianometry
29 Mar 2024
00:34:10
Guest host Asianometry is about to bid farewell to the Startup Island TAIWAN Podcast. Listen to his parting words before he leaves and the insightful suggestions he has shared with us.
In this episode of Startup Island Taiwan Podcast, you will find out:
Why Jon Came to Taiwan?
The Beginning of the YouTube Channel and the Road to Success
Experiences of Living in Different Countries
Unforgettable Memories from Co-creating Podcasts and Events
How to Create Compelling Content?
Telling a Good Story
Saying Goodbye to Our Podcast (and the Audience)
Host: Chi Ko & Wendy from Meet Global Guest: Asianometry, deep tech channel with 600k followers, still growing
Powered by Startup Island TAIWAN Directed by National Development Council Produced by Meet Global by Business Next Media
👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg 📪 Email us: global@bnext.com.tw
EP3-37 | What Makes AI Leaders Different? The Taiwan Connection Behind Jensen Huang and the AI Boom
12 May 2026
00:22:51
NVIDIA GTC has outgrown the label of "tech conference" — it's now the annual convergence point of the entire AI ecosystem, where chips, software, robotics, and autonomous systems share the same floor, with an energy so dense that finding a parking spot takes two hours. In this episode, Silicon Valley-based veteran tech journalist and consultant Michelle Cheng joins host Uly fresh from GTC to give us a firsthand read on what the conference signals for the industry ahead.
Michelle traces the deep ties between Jensen Huang and TSMC founder Morris Chang, and how Jensen's visits to Taiwan consistently bring the entire AI supply chain together at what the media has dubbed the "trillion-dollar banquet." Drawing on her experience covering Silicon Valley through the optical networking era, she maps today's AI infrastructure boom against the longer arc of industry cycles — demand never disappears, it just takes time to mature. She captures the mood of GTC with a drink called "Innovation Cocktail" she picked up at an after party: a blend of excitement and anticipation that defines where Silicon Valley stands right now.
The episode closes on Jensen's own framing from the keynote — intelligence is becoming infrastructure — and Michelle's clear-eyed take: the window into the AI ecosystem is open, and the companies that find their position early tend to benefit the most when the cycle matures.
NVIDIA GTC 已經不只是一場技術研討會——它是整個 AI 產業的年度聚合點，晶片、硬體、軟體、機器人、自駕車全在同一個屋簷下，能量之強連停車位都要搶兩個小時。這集邀請長期駐點矽谷、曾創辦科技媒體矽谷辦公室的資深記者兼顧問 Michelle Cheng，從剛結束的 GTC 現場出發，帶我們感受這場盛會的真實溫度。
節目中，Michelle 從黃仁勳與台積電創辦人張忠謀的早期淵源，談到每次黃仁勳訪台召集台灣供應鏈夥伴的「兆元晚宴」，具體說明台灣在全球 AI 供應鏈中的結構性角色。她也從親身追蹤過的光纖網路世代出發，對照今天的 AI 基礎設施熱潮，指出產業週期的規律：需求從未消失，只是需要時間成熟。
Michelle 用一杯在 GTC after party 喝到、名為「Innovation Cocktail」的調酒，形容當下矽谷興奮與期待交織的氛圍，並引用黃仁勳在 GTC 的核心論點作結——「Intelligence is becoming infrastructure」，AI 生態系的入場窗口正在開啟，能早期找到自己定位的公司，往往才是下一輪週期的最大受益者。
📍 About Host: Uly Su General Partner, Addins Venture #CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley 🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan. 🔗 LinkedIn: https://www.linkedin.com/in/ulysu/
S2EP13 By observing the transformation of Taiwan’s tech economy industry, Palm Drive Capital's philosophy to invest in and create more successful tech companies in the AI age.
14 Mar 2024
00:31:14
This episode of the Startup Island TAIWAN podcast features Cathy Huang, Venture Partner at Palm Drive Capital, as we discuss Taiwan's new economy and the characteristics of entrepreneurs through their lens.
1. Get to know Palm Drive Capital: Day to day Life of a Venture Capitalist 2. What kind of deal is Palm Drive Capital looking for? Do they have a preference for certain types of entrepreneurs? 3. The Taiwan B2B software industry and entrepreneurial characteristics through the eyes of Palm Drive Capital 4. How can Taiwan catch up with the generative AI wave and market opportunities? 5. What should entrepreneurs focus on? How can their product be improved, or what are others doing? 6. Observations on the transformation of Taiwan’s tech economy industry from 2016 to present 7. How to invest in and create more successful tech companies? 8. Advice for startups wanting to interact with investors. 9. What’s ahead for Palm Drive Capital?
Host: Asianometry, deep tech channel with 628k followers, still growing Guest: Cathy Hwang, Venture Partner, Palm Drive Capital
By Partnering With The Global Giant Abbott, Health2Sync Is Advancing The Treatment of Diabetes
01 Mar 2024
00:30:14
According to estimates from the United Nations, 500 million people worldwide receive a diabetes diagnosis every five seconds, and by 2030, there will be an estimated 643 million cases. Ed Deng noticed how time-consuming and error-prone it was for family members to record their blood sugar levels on a regular basis in order to effectively manage diabetes, particularly while interacting with carers or healthcare institutions. Co-founding Health2Sync in 2013, he started creating digital healthcare solutions. Patients can record their daily health data with the Health2Sync app by integrating it with various devices and measurements, such as blood pressure, weight scales, wireless insulin pens, and blood sugar monitors. Healthcare providers may easily and reliably examine this data on the Patient Management Platform, which serves as a foundation for appropriate medicine prescriptions and food recommendations.
Worldwide, there are over 1.2 million registered users of the Health2Sync app. Health2Sync has partnered with global leaders in diabetes treatment, including Abbott, Sanofi, Novo Nordisk, and AstraZeneca. The company's global reach encompasses more than 600 healthcare facilities and associated institutions. In this episode we are honored to have Ed Deng, Co-Founder and CEO of Health2Sync, join us on this episode to discuss his philosophy and the motivational tales that have contributed to Health2Sync's success.
In this episode of Startup Island Taiwan Podcast, you will find out: ☛ Since monitoring diabetes can be so difficult, Ed was inspired to develop a technological solution ☛ How did Ed acquire his initial users? ☛ People in healthcare industry should establish partnership in order to implement the programme and gather real-world information ☛ Ed believes there will be plenty of innovation and opportunity in the HealthTech market
Host: Asianometry, deep tech channel with 628k followers, still growing Guest: Ed Deng, Co-Founder and CEO of Health2Sync
S2E12: By Partnering With The Global Giant Abbott, Health2Sync Is Advancing The Treatment of Diabetes
01 Mar 2024
00:30:14
According to estimates from the United Nations, 500 million people worldwide receive a diabetes diagnosis every five seconds, and by 2030, there will be an estimated 643 million cases. Ed Deng noticed how time-consuming and error-prone it was for family members to record their blood sugar levels on a regular basis in order to effectively manage diabetes, particularly while interacting with carers or healthcare institutions. Co-founding Health2Sync in 2013, he started creating digital healthcare solutions. Patients can record their daily health data with the Health2Sync app by integrating it with various devices and measurements, such as blood pressure, weight scales, wireless insulin pens, and blood sugar monitors. Healthcare providers may easily and reliably examine this data on the Patient Management Platform, which serves as a foundation for appropriate medicine prescriptions and food recommendations.
Worldwide, there are over 1.2 million registered users of the Health2Sync app. Health2Sync has partnered with global leaders in diabetes treatment, including Abbott, Sanofi, Novo Nordisk, and AstraZeneca. The company's global reach encompasses more than 600 healthcare facilities and associated institutions. In this episode we are honoured to have Ed Deng, Co-Founder and CEO of Health2Sync, join us on this episode to discuss his philosophy and the motivational tales that have contributed to Health2Sync's success.
In this episode of Startup Island Taiwan Podcast, you will find out: ☛ Since monitoring diabetes can be so difficult, Ed was inspired to develop a technological solution ☛ How did Ed acquire his initial users? ☛ People in healthcare industry should establish partnership in order to implement the programme and gather real-world information ☛ Ed believes there will be plenty of innovation and opportunity in the healthtech market
Host: Asianometry, deep tech channel with 628k followers, still growing Guest: Ed Deng, Co-Founder and CEO of Health2Sync