Custom Chip Boom Makes Taiwan Supply Chain Even More Crucial
tengyanAI · x · 2026-07-06
Google TPU, Amazon Trainium, Microsoft Maia, Meta MTIA, OpenAI, and Broadcom's ASIC—the current wave of custom chips makes Taiwan more important, not less. For Taiwan, this serves as a second demand engine following the surge in NVIDIA orders. Nearly all of these custom chips still pass through Taiwan for wafer fabrication, packaging, and assembly.
Related event: Custom AI Chips Make Taiwan More Central(2 posts)→
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