# 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

- [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.
- [Memory — Not GPUs — Is the Binding Constraint on 2027 Nvidia Rack 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 CPO via COUPE: on-package optical I/O for AI clusters; bandwidth/power wall; 2026–2027 production targets.
- [NVIDIA–TSMC 2027 Co-Design — Packaging and Optics as the Product](https://timesof.ai/2026/03/nvidia-and-tsmc-announce-co-designed-ai-chip-for-2027) — NVIDIA-TSMC joint silicon/packaging/optics for 2027 AI accelerators; CoWoS/COUPE, CPO; samples late 2026.