Taiwan, every mention

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Taiwan comes up

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▶ 0:00 Siddhartha Ahluwalia How did Taiwan become so important in semiconductor industry? 4 times in the scene
▶ 10:34 Raja Manickam And, uh, there's so much of, you know, concentration in Taiwan, especially in TSMC,
▶ 13:03 Siddhartha Ahluwalia For this conversation as well, that how did Taiwan become so important, uh, in semiconductor industry? 19 times in the scene
▶ 23:30 Siddhartha Ahluwalia Then after that Taiwan in sixties to eighties, but suddenly in 2000 to till now, like China has become the world's largest superpower in semiconductor.
▶ 55:54 Siddhartha Ahluwalia And unlike Taiwan's streamlined tech focused governance,
▶ 59:51 Raja Manickam And let manufacturing be done in China or Taiwan or somewhere.
▶ 1:17:09 Siddhartha Ahluwalia Uh, whereas, uh, Taiwan and South Korea both design three nanometer chips, right. 3 times in the scene
▶ 1:23:10 Raja Manickam If you look at Taiwan, there are thousands and thousands of companies supporting DSMC and all that, you know, and their sales may be 10,000,005 million a year.

▶ 10:33 Raja Manickam Uh, and he went off to Taiwan to start TSMC, which is, you know, everybody knows TSMC is the world's largest foundry for wafers, right?
▶ 39:52 Raja Manickam You take Taiwan or Korea or Malaysia or Singapore, all these countries, right? 3 times in the scene
▶ 57:24 Raja Manickam See, why a small country like Taiwan? 3 times in the scene
▶ 1:04:48 Raja Manickam They took actually from Taiwan and all that.

▶ 40:05 Matein Khalid Just like in the oil market, the world, uh, you know, the red barrel market, which means the physical oil market, tankers going from one country to another, from Saudi Arabia, Saudi Aramco to, to India, or Taiwan, or Japan, or Singapore,…

▶ 53:52 unnamed speaker The newly industrialized countries, like Korea, Singapore, Hong Kong, and Taiwan. 2 times in the scene

▶ 17:40 Subhash Chandra Garg Or later the Chinas, earlier smaller ones like Taiwan.

▶ 19:12 Montek Singh Ahluwalia So then you had Korea, you had Taiwan. 3 times in the scene

▶ 8:27 Mark Mobius I did research in Korea, Taiwan, Indonesia, Malaysia, so forth, and India as well. 4 times in the scene
▶ 11:28 Mark Mobius So then it was only until after five years with the brokerage company that I moved to Taiwan.
▶ 19:00 Mark Mobius So I would say, um, for the most part, it was Asian countries that did well, Korea, Taiwan, China. 2 times in the scene
▶ 25:35 Siddhartha Ahluwalia So still, still you would say the majority of the portfolio still is in Taiwan? 6 times in the scene
▶ 43:16 Mark Mobius Uh, and then leaders in Taiwan also very, very good.

▶ 1:02:44 Pranay Kotasthane So a lot of, uh, East Asian countries did understand that, uh, they had, for example, Taiwan, et cetera, had a very liberal trade policies from the 19 fifties, which people don't see when they analyze Taiwan. 2 times in the scene

▶ 2:46 Siddhartha Ahluwalia They have all the land in the world, including Taiwan, Hong Kong.

▶ 37:29 Sharad Sharma So coming back to your question, why is it startups are so successful in China and not so successful in Taiwan? 3 times in the scene

▶ 14:31 Tarun Mehta Taiwan, Korea, Japan, China, uh, all of Europe, uh, and nothing in US.

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