US Secretary of the Treasury Scott Bessent highlighted at the World Economic Forum (WEF) in Switzerland that 97% of advanced chips are produced in Taiwan, warning that any blockade or destruction of Taiwan would trigger “apocalyptic” economic consequences. Taiwanese government officials emphasize the island’s critical role in miniaturizing and commercializing quantum computers, actively inviting international partners to collaborate. Taiwan plans to overcome noisy intermediate-scale quantum (NISQ) and wiring bottlenecks within five years, transitioning quantum computing from laboratory components to industrial-grade systems.

Artificial intelligence applications have entered the era of Physical AI. While the robotics industry has evolved over many years, humanoid robots remain at an early stage, largely because supply chain structures and technical standards have yet to be fully established. Against this backdrop, Pan-International’s recent acquisition of Belgium-based Magnax represents more than a simple capacity expansion or near-term revenue boost.

TSMC’s recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin said in a podcast episode. This development signals structural changes in the semiconductor production landscape and has broader implications for global industry competition and US-Taiwan trade relations.