# Taiwan

[https://timesof.ai/region/taiwan](https://timesof.ai/region/taiwan)

Coverage of Taiwan's critical role in AI hardware, semiconductors, and regional tech strategy.

Taiwan is central to the global AI supply chain through its semiconductor leadership and is increasingly investing in domestic AI capabilities and research.

## Coverage

- [Seoul and Taipei Both Fall 3.59% as the AI Chip Selloff Reaches Memory Makers; SK Hynix Drops 5% and Nanya Hits Its Daily Limit](https://timesof.ai/2026/11/asia-chip-stocks-kospi-taiex-fall-3-59-percent-ai-spending-doubts) — KOSPI and Taiex each fell 3.59% on Nov 3 as AI-spending doubts hit memory makers: SK hynix -5.03%, Samsung -4.15%, Nanya -10%, Yonhap and CNA report.
- [TSMC Posts Record Q3 Profit, Guides Q4 to $52.3–54.3 Billion and Lifts 2026 Growth View to About 44%](https://timesof.ai/2026/10/tsmc-q3-record-profit-q4-guidance-2026-growth-44pct) — TSMC Q3 net income NT$763.06B (+68.7%), revenue US$46.72B; Q4 guide US$52.3–54.3B; 2026 growth about 44%. Wei: demand 'extremely robust.'
- [Intel Falls After Musk Confirms ‘Just Discussions’ with TSMC About Terafab](https://timesof.ai/2026/10/terafab-tsmc-talks-intel-slide) — Musk on X over the weekend: Terafab–TSMC are ‘just discussions.’ BI: Intel ~3% at open (low $115.31). Intel remains sole named process partner; no deal announced.
- [Nvidia Finances MediaTek So Custom XPUs Still Plug Into Nvidia Racks](https://timesof.ai/2026/08/nvidia-mediatek-3-5-billion-nvlink-fusion) — Nvidia bought $3.5 billion of MediaTek convertibles and opened NVLink Fusion for custom XPUs that drop into Nvidia rack-scale factories.
- [Taiwan Indicts Nine — Including an Nvidia Manager — Over B300 Exports to China](https://timesof.ai/2026/08/taiwan-nvidia-b300-smuggling-indictment) — Taiwan prosecutors indicted nine people, including an Nvidia Taiwan manager, over alleged B300 AI server exports to China — indictment, not conviction.
- [Report: Memory Costs Push Up Some 2027 Nvidia Server Quotes](https://timesof.ai/2026/08/nvidia-ai-server-price-hikes) — Bloomberg: Nvidia AI server prices rising more than 15% for early-2027 Vera Rubin and Grace Blackwell shipments — memory-driven, via ODMs.
- [NVIDIA–TSMC CPO Push — Optics Inside the Package for AI Factories](https://timesof.ai/2026/03/nvidia-tsmc-co-packaged-optics-ai-interconnects) — NVIDIA-TSMC co-packaged optics on COUPE for Quantum-X and Spectrum-X Photonics switches; 200Gbps PAM4 per wavelength.