
Judy Lin
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Aug 18, 2026
Why Semicon Taiwan Becomes a Beauty Pageant of Global Suppliers【Taiwanology Ep. 63】
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Kwangyin LiuHOST
But then what do you think these, uh, countries would be after? Are they trying to get talent or, uh, supply chain security or something else?

Judy LinGUEST
Well, I think, I noticed that, um, they are bringing silicon photonics, quantum power management materials, analog IC design, and advanced packaging capability to showcase here.

Judy LinGUEST
They repeatedly mentioned that those are their strength, and, um, they are complementary to what the Taiwanese companies have.

Judy LinGUEST
So for example, 40% of UK delegation are related to, uh, photonics, which is quite surprising.

Judy LinGUEST
And I also see some, uh, innovative metrology and analog chip design automation startups from Canada, and heat dissipation solution and quantum startups from other countries as well.

Judy LinGUEST
So I think what they are really after is the opportunity to pair up with Taiwanese companies and form a complementary partnership to create solutions, uh, for next generation AI.

Judy LinGUEST
I think many, uh, startups or mature companies are looking for collaboration and partnership with, um, Taiwanese semiconductor companies because there are business opportunities as supply chain move out to support major chip foundries' overseas expansion.