Why Taiwan always runs the newest chips first
TSMC just committed another $100 billion to Arizona — and its most advanced production is still staying home. Here's the machinery, the money, and the strategy behind that.
Market intelligence, practical guides, and perspectives from our teams across Taiwan, Singapore, Japan, Korea, Indonesia, and China.
TSMC just committed another $100 billion to Arizona — and its most advanced production is still staying home. Here's the machinery, the money, and the strategy behind that.
When people talk about Taiwan's role in AI, the conversation almost always stops at one company and one product: TSMC, and the NVIDIA chip it fabricates. It's an understandable shorthand — but it badly undersells the story.
Taiwan is spending money on defense like never before — and it increasingly needs technology partners that aren't from the United States or China. For Scandinavian software and dual-use tech companies, that combination creates a specific, time-limited opportunity that deserves a serious look.
For many European companies, the conversation about international growth eventually arrives at the same place: it is time to develop an Asia strategy. The instinct is a sound one. Asia is where much of the world's growth is happening, and standing still is rarely a viable option. The question worth pausing on is not *whether* to engage with the region, but *how* to frame that engagement in a way that gives your company the best possible chance of success.
We're launching our blog — a resource for Scandinavian software companies exploring Asian B2B markets. Expect market insights, success stories, and practical advice from our on-the-ground teams across Taiwan, Singapore, Japan, South Korea and beyond.