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The Great AI Supercycle Has Begun.

Analysts at Morgan Stanley are calling it the next semiconductor supercycle — one that could last until 2030.
From surging AI chip demand to record memory prices, the race for capacity is redrawing global alliances.

This week on Inside Taiwan:

🔹 Samsung’s Strategic Win — How it became AMD and OpenAI’s key HBM supplier
🔹 TSMC’s Central Role — Still the irreplaceable foundry behind every AI alliance
🔹 The Memory Boom — DRAM prices up 4×, inventory down to just three weeks
🔹 Taiwan’s Geopolitical Resilience — How it’s diversifying away from Chinese rare earths and Russian energy

The question isn’t whether the AI boom will continue — it’s who will lead the next decade of technology.

🎧 Listen to EP8: The Great AI Supercycle: Samsung’s Strategic Win and Taiwan’s Central Role

#InsideTaiwan #AI #Semiconductors #TSMC #Samsung #AMD #NVIDIA #OpenAI #SKHynix #HBM #AIChips #TechPodcast #Supercycle #SupplyChain #Taiwan #Geopolitics

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