Three years ago, the Economist magazine painted a grim picture of Taiwan, labeling it as “the most dangerous place in the world.” However, CY Huang, an experienced investment banker specializing in the semiconductor industry, offers a contrasting view.

Huang believes in Taiwan’s resilience, dubbing it the “Silicon Shield.” This concept suggests that as long as the world relies on Taiwan’s dominant semiconductor production, the island should remain relatively secure from external threats, although this security is fragile and depending on various factors.

In a compelling discussion with our founder, Robert Amsterdam, Huang discussed the geopolitics of semiconductor production, highlighting how the new era of artificial intelligence fuels the demand for sophisticated chips, which can only be produced in specific locations. Moreover, the conversation touches on Taiwan’s history of relations with mainland China, providing valuable insights into the island’s strategic positioning in the global semiconductor market and its broader geopolitical landscape.

Link to Podcast: https://robertamsterdam.com/departures-podcast-featuring-cy-huang/