Taiwan Semiconductor Manufacturing Company, or TSM, produces a significant portion of the

global supply of advanced semiconductors.

Its cutting-edge technology powers everything from smartphones to high-performance computing,

and its customers include Apple, NVIDIA, and ARM.

TSM's dominance in chip production has made Taiwan a critical player in the global

tech supply chain, drawing attention from major economies like the U.S. and China. This has escalated

global tensions, with concerns over the stability of Taiwan and the potential risks to the global

tech industries if chip production were disrupted due to regional conflicts. Tim Culpin is an independent technology journalist and the author of the forthcoming book,

The World's Smallest Superpower, Inside the Rise of TSM, Foxcon, and a nation of Taiwan

Technology Titans.

He's based in Taipei and has been covering the semiconductor and electronics hardware industry for 25

years, including 18 years as a journalist and columnist at Bloomberg. Most recently, his work can be

found at timcculpin.substack.com. Tim has written extensively about TSMC and recently

broke news on the developments at TSMC's Arizona Factory.

He joins us today to discuss what's happening at TSMC and what that means for the U.S., Taiwan and China's chip industries.

This episode is hosted by Sean Falconer.

Check the show notes for more information on Sean's work and where to find him.

Thank you. the show notes for more information on Sean's work and where to find him. Tim, welcome to the show.

Thanks, Sean. It's great to be here. Yeah, thanks for being here. I'm excited to chat about, you know, I think chip manufacturing, geopolitics and so forth with you today. But let's start with an introduction. Like, who are you? What do you do?

I've been living in Taiwan for 25 years. I'm now an independent journalist. I was at Bloomberg for 18 years, the technology correspondent and columnist. And now I'm writing a book,

which we published a year and a half from now called The World's Smallest Superpower. It's

about the rise of Taiwan and why it's so important in the global sphere of technology.

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