HeyJaredTech Taiwan 胡說科技
The semiconductor supply chain intel that moves markets — reported first, in English, from inside Taiwan.
- Indexed issues, last 90 days
- 12
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- Sep 25, 2026
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- Jul 10, 2026
Latest issues
Did Jensen Huang Fool Everyone? A Black Swan Looms and This Year’s Biggest AI Stock Surprise Isn’t TSMC (opens the original)
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Hello everyone,I’m taking this week off.So this edition of the newsletter features highlights from my interview last week with Jonah Cheng（程正樺）, CIO of J&J Investment Ltd.（旭騰旭股份有限公司）, who is nicknamed “Captain.”The last time “Captain” appeared on my program was at the end of last year. Nearly a year later, the former UBS semiconductor analyst, known for his bold and forward-looking views, is back with another set of fresh insights:The potential impact of the U.
Semicon Series 3 | Inside TSMC’s “Baipu Plan” and the Hidden Agenda That Revealed It (opens the original)
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The most dramatic tech news this week, of course, came when Jensen Huang（黃仁勳） attended the All-In Podcast’s annual summit and, while speaking onstage with several prominent venture capitalists, unexpectedly received a phone call from U.S. President Donald Trump.Huang put the call on speaker, allowing Trump to publicly denounce warnings about the threat posed by AI.The heads of three AI giants—Anthropic, OpenAI, and xAI—have all recently called for slowing the development of AI models, sending Nv
Semicon Series 2 | Nvidia’s $3.5 Billion Bet: Why MediaTek Built a New Team With Intel and Apple Veterans (opens the original)
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The biggest news this week, of course, was Apple’s annual launch event. John Ternus, who formally took over as Apple’s third CEO last week, unveiled the company’s first foldable iPhone, the iPhone Duo. It marks Apple’s most significant product change in nearly a decade.So far, reactions have been mixed.First, it is widely regarded as the most polished foldable phone on the market. Apple has managed to make the biggest technical drawback of foldable devices—the crease down the middle of the displ
Semicon Series 1 | Google Is Building Its Own Nvidia. Its Chief Technologist Has Two Words for Taiwan (opens the original)
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Hello everyone,The biggest event in Taiwan’s semiconductor industry this week was Semicon Taiwan 2026, Asia’s largest semiconductor equipment show, held in Nangang. This year’s event was bigger than ever.Over the course of just five days, a number of important figures who had rarely, if ever, appeared publicly took the stage, while significant developments that had never previously been disclosed came to light.With so much happening at once, I decided to break with my usual routine and publish t
King Slide’s 87% Gross Margin Tops Nvidia’s. What Makes Its Server Rails So Hard to Replace? (opens the original)
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Hello everyone,Nvidia shares surged 8.7% in U.S. trading on Thursday, marking their biggest one-day gain in nearly a year and four months.The reason was the company’s earnings call the previous day, when it projected revenue growth of 70% for fiscal 2028, which ends in late January 2028.That is far above analysts’ average forecast of 45%.It effectively means AI demand will continue accelerating in 2027, with growth outpacing 2026—more optimistic than most had expected.Jens
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