Taiwan's AI Story Is Full-Stack Hardware, Not Just TSMC
tengyanAI · x · 2026-07-06
TSMC makes headlines, but Taiwan's AI story isn't a single-company story — it's a complete hardware stack: foundry, advanced packaging, substrates, PCB, thermal, power, optics, ODM assembly. Chips are just the first step on a much longer Taiwan assembly line.
Related event: Jensen: Taiwan Is the Hub of AI Hardware(2 posts)→
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