Startup Island TAIWAN Podcast focuses on technology and startup developments across Taiwan and the global innovation landscape. Grounded in real-world industry observations, the podcast tracks emerging tech trends, market movements, and cross-border startup dynamics shaping today’s entrepreneurial environment.
Through in-depth conversations with founders, investors, corporate leaders, and ecosystem builders, the program explores how startups scale, how markets evolve, and how Taiwan positions itself within international technology and innovation networks. By combining timely business insights with clear contextual analysis, the podcast helps listeners stay informed about global tech opportunities while understanding their relevance to Taiwan’s startup ecosystem.
Startup Island TAIWAN Podcast 聚焦臺灣與國際科技新創的實務動態，從產業現場出發，系統性追蹤全球科技趨勢、資本流向與創業生態的關鍵變化。節目內容涵蓋人工智慧、半導體、數位平台、深科技與跨境市場發展，透過與創業者、投資人、企業經理人及政策觀察者的深度對談，拆解新創成長路徑與商業決策背後的脈絡。
本節目不僅整理第一線的市場訊號與最新商情，也關注臺灣新創如何在國際舞台中定位自身優勢，理解不同市場的運作邏輯與合作模式。透過清楚的背景說明與具體案例分析，協助聽眾快速掌握趨勢重點，建立跨國科技與創業視角，適合關心科技產業發展、創業實務與國際連結的專業聽眾持續收聽。
Podcast
99 episodes
2026-06-01
EP3-38 | 【AI News】Computex / GTC Taipei Open This Week in Taiwan !
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. 歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。 在本集節目中，我們將深入解析三大關鍵趨勢： 1. NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。 2. 台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。 3. 競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/
2026-05-25
EP3-39 | 【 VC Talks 】Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem
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/ 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/
2026-05-18
EP3-38 | 【AI News】The AI Consulting War：OpenAI and Anthropic Enter Services Market
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。 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/
2 days ago
EP3-38 | 【AI News】Computex / GTC Taipei Open This Week in Taiwan !
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. 歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。 在本集節目中，我們將深入解析三大關鍵趨勢： 1. NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。 2. 台灣——全球 AI 的中心： 黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。 3. 競爭對手的回擊與產業逆風： 面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/
1 weeks ago
EP3-39 | 【 VC Talks 】Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem
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/ 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/
2 weeks ago
EP3-38 | 【AI News】The AI Consulting War：OpenAI and Anthropic Enter Services Market
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。 📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u 🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub Website: https://sv.startupisland.tw/ LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/ Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/