2025-07-23: Taiwan Launches National Strategy to Become Global AI Hub
South Korea: Generative AI Drives Hybrid Cloud Adoption Among Korean Financial Institutions
Good Morning,
Below are some of the most important developments in the artificial intelligence, semiconductors, and cloud computing sectors in Asia today.
▪️ Taiwan: Taiwan Launches National Strategy to Become Global AI Hub
Taiwan’s government has unveiled a comprehensive plan to transform the island into a global artificial intelligence hub by 2040.
▪️ Taiwan: China’s Subsidy-Driven Rise in Mature-Process Semiconductors Reshapes Global Supply Chains and Trade Policy
Global shifts in semiconductor production and trade policies are reshaping the competitive landscape for mature-process chips.
▪️ Taiwan: US Tariff Uncertainty and Negotiations Drive Political Tensions and Strategic Shifts in Taiwan
Potential US tariffs and ongoing negotiations with Taiwan are shaping domestic politics, corporate strategies, and market performance.
▪️ China: China Sees Accelerated Funding and Policy Support Driving Robotics and Humanoid Innovation
China’s robotics industry is experiencing a surge in funding and innovation driven by both private investment and supportive government policies.
▪️ South Korea: Generative AI Drives Hybrid Cloud Adoption Among Korean Financial Institutions
Cloud computing and generative AI adoption are transforming the operational strategies of financial institutions in Korea.
▪️ South Korea: Strategic Advances and Partnerships Drive Growth in the Korean AI Sector
The Korean AI sector is advancing through strategic partnerships, ecosystem expansions and talent initiatives.
▪️ South Korea: South Korea Launches Major Consortium Race for Homegrown AI Foundation Models
South Korea has mobilized government and corporate resources to drive domestic development of foundational artificial intelligence models.
▪️ Vietnam: Vietnam and United States Deepen Partnership with Focus on Technology, Governance, and Economic Cooperation
Vietnam and the United States are exploring opportunities to deepen their Comprehensive Strategic Partnership across politics, economics, technology and governance.
▪️ Taiwan: TSMC Surpasses US$1 Trillion Market Cap, Driving Global Market Gains and Investor Optimism
TSMC’s market capitalization has reached a historic milestone as it surpasses the US$1 trillion mark, significantly influencing global markets and investor sentiment.
▪️ South Korea: Samsung Unveils Breakthrough Foldable OLED Panel for Galaxy Z Fold7 with Record Durability and Design Upgrades
Samsung Display’s new foldable OLED panel for the Galaxy Z Fold7 demonstrates industry-leading durability and innovative design enhancements.
For more information on these developments, please see the full report below.
Thanks for reading,
Rodney J Johnson
Today's Developments
Widely Reported On Issues of Importance
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Taiwan Launches National Strategy to Become Global AI Hub
Taiwan’s government has unveiled a comprehensive plan to transform the island into a global artificial intelligence hub by 2040.
The Executive Yuan’s Economic Development Council convened its second Advisory Committee meeting to review the New Top Ten AI Infrastructure Projects.
National Development Council Chairman Liu Jingqing detailed Taiwan’s goals: cultivate one million AI professionals, generate over 15 trillion NTD in AI output value, create 500,000 high-paying AI-related jobs, and establish three international-level AI laboratories. Recognizing AI and semiconductors as the engines of recent economic growth, the government aims to promote broad-based AI adoption across industries to drive expansion, reduce costs, and address labor shortages amid a declining workforce.
Under review since the meeting, the project plan rests on five strategic visions.
First, it positions Taiwan as a technological island and global AI center. Second, it fosters industrial development that generates high-value employment. Third, it seeks balanced regional growth through a six-region development layout. Fourth, it embeds AI into daily life with applications spanning transportation, healthcare, and other public services. Together, these objectives align national resources and policy tools to accelerate AI-driven transformation throughout the economy and society.
The plan’s infrastructure pillars include three application domains—industry-wide AI adoption, smart cities, and digital living circles—and three core technologies: silicon photonics, quantum computing, and AI robotics.
Each pillar will receive support from a dedicated international laboratory to advance research, development, and commercialization. To fund regional AI initiatives and talent cultivation, the government proposes a 100-billion-NTD venture capital fund. Academic institutions will aim to graduate 90,000 AI specialists annually, while retraining programs target an additional 20,000 to 30,000 professionals each year.
Six regional development plans will tailor AI strategies to local industry strengths, ensuring that by 2028 approximately 200,000 enterprises complete their AI transformations.
The government will adjust regulations to enable smart service platforms and lower barriers to AI implementation. By integrating these regional efforts with the national infrastructure build-out, Taiwan will strengthen its position as a competitive player in the global AI landscape.
This Advisory Committee meeting marks part of the Economic Development Council’s schedule for the year’s second half, with upcoming discussions on smart applications, key technologies, digital infrastructure, national investment plans, asset management, and talent competitiveness.
References for this Development
尋找下個護國神山 國發會：打造台灣為AI大國
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AI Agent市場擴大ing 2台股目標價調高你必知
AI Agent Market Expanding: 2 Taiwan Stocks' Target Prices Raised You Must Know
Yahoo Finance | Local Language | News
《台北股市》OpenAI衝刺算力 法人：台廠評等維持買進
Yahoo Finance | Local Language | News
【MoneyDJ新股巡禮】碩網深耕AI應用，打造企業智慧應用力
Yahoo News Taiwan | Local Language | News
焦點股》神達：AI訂單強勁 爆量上漲
Focus Stock: MiTAC – Strong AI Orders Drive Explosive Price Surge
Liberty Times Net | Local Language | News
AI暢旺！小摩點讚台達電 大調目標價逾28%
AI Booming! JPMorgan Praises Delta Electronics and Raises Target Price by Over 28%
United Daily News | Local Language | News
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China’s Subsidy-Driven Rise in Mature-Process Semiconductors Reshapes Global Supply Chains and Trade Policy
Global shifts in semiconductor production and trade policies are reshaping the competitive landscape for mature-process chips.
China’s large-scale subsidies for mature-process semiconductor production have squeezed Taiwanese manufacturers.
In 2023, China accounted for 34% of the mature-process chip market, Taiwan 43% and the United States 5%. TrendForce projects that by 2027 China will increase its share to 47% while Taiwan’s will shrink to 36% and the US share to 4%. This shift would make China the world’s largest producer in this segment, intensifying competitive pressure on Taiwan’s industry.
In response to these market shifts, the United States launched two major semiconductor trade investigations: a Section 301 inquiry into Chinese subsidies in late 2024 and a Section 232 investigation in April 2025 examining the security implications of global chip equipment and parts imports, including those from Taiwan.
These probes could lead to tariffs on Taiwanese semiconductor products that, according to DSET, risk exacerbating challenges for Taiwanese firms and further redirecting global supply chains toward China.
DSET warns that China’s advances in mature-process and high-end semiconductor manufacturing pose significant risks to military-industrial supply chains and national security among democratic allies.
Growing reliance on Chinese production capacity could undermine the resilience of critical defense, telecommunications and space-sector supply chains, heightening strategic vulnerabilities.
To address these challenges, DSET recommends that the United States deepen semiconductor cooperation with Taiwan rather than impose tariffs.
It proposes targeted export controls on manufacturing equipment and critical materials to disrupt China’s production capacity in the short to medium term and the establishment of a multinational supply chain agreement among democratic countries, namely the United States, Europe, Taiwan and South Korea.
Under the proposed agreement, participating democracies would coordinate tariffs and investment restrictions on non-trusted foundries, create free-trade mechanisms within a democratic supply chain bloc and strategically prioritize collaboration with reliable foundries for critical sectors.
These measures aim to safeguard supply chain integrity, reinforce industrial cooperation among democratic allies and mitigate the strategic risks posed by China’s subsidy-driven expansion in mature-process semiconductors.
References for this Development
台積電法說魏董開金口！AI半導體人氣爆棚 這檔搭順風車
TSMC CEO Wei Speaks at Earnings Call! AI Semiconductor Popularity Soars, This Stock Rides the Wave
Yahoo Finance | Local Language | News
經部：台積電最先進技術根留台灣 勿散播不實言論
Central News Agency | Local Language | News
美232條款調查 智庫：應先思考與台深化半導體合作
Central News Agency | Local Language | News
郭智輝「台積電赴美投資1650億美元」重要談判籌碼！網狂酸：還能送第二次？
United Daily News | Local Language | News
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