The Newsletter

From Silicon Island to the AI Era: Taiwan’s Rise in AI Chips

Ever wondered how AI chatbots like ChatGPT can respond to your questions in just seconds but feeling overwhelmed by all this talk about computer chips? Don’t worry! This article breaks down simply of Taiwan’s rise as a global leader in AI chip manufacturing, exploring how it all began, the role of companies like TSMC and NVIDIA, and why these tiny chips have such a huge impact on our everyday lives.

TSMC's Potential Fab in Texas

Taiwan’s Convenience Store Economy

Taiwan has an impressive number of convenience stores. How is this sustainable and what's going on with them?

Welcome to the Young Investors Society

Our first note to members: why we exist, and what a young investor actually needs to learn first.

Taiwan’s Semiconductor Supremacy

Taiwan's Stagnant Wages, Simplified

Rich Island, Poor Workers: Solving the riddle of stagnant growth.

Taiwan’s Digital Economy: Teenage Consumption of Digital Goods

How teenage consumption of digital goods is affecting Taiwan's digital economy, and vice versa.

The Impact and Recovery of Taiwanese Tourism

How has Taiwanese tourism declined and recovered over the recent years?

Taiwan’s Pandemic-Era Retail Trading Boom: A Lasting Market Shift

How COVID-19 reshaped participation, liquidity, and concentration in Taiwan’s capital markets

Taiwan’s Dramatic Increase in Defense Budget for 2026

Yielding to pressure from the U.S., Taiwan is set to increase its defense budget to 949.5 billion New Taiwan Dollars in 2026, which is equivalent to over 31 billion dollars in U.S. currency. This will be the first time in over a decade that Taiwan’s defense budget exceeds 3% of its GDP.