Podcast week: Taiwan chips, AI data risk, and China’s tech push
Tuesday, May 19, 2026 · 9 min
The strongest tech-podcast threads today all circle infrastructure: whether Taiwan’s chip leverage can really fade, why AI security starts with data visibility, and how China’s AI-and-hardware momentum is forcing a new U.S. playbook.
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Show notes
The strongest tech-podcast threads today all circle infrastructure: whether Taiwan’s chip leverage can really fade, why AI security starts with data visibility, and how China’s AI-and-hardware momentum is forcing a new U.S. playbook.
In this episode
- Chamath: The Real Reason Taiwan Matters, And Why It Won't in 18 Months — All-In Podcast
We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1 to 2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so, as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't…
- Step Back — When someone says Taiwan “won’t matter” for chips in 18 months, what would actually have to move off-island — fabrication, advanced packaging, equipment know-how, talent, customer qualification — and how realistic is that timeline?
Background sources
- What the U.S.-Taiwan deal means for the island's 'silicon shield' — Anniek Bao,Dylan Butts
- Anchored in Taiwan, Expanding Globally: TSMC’s Global Expansion Strategy - Kaohsiung Times — kht-root
- TSMC (TSM) Stock: Rallies on Plans for 3nm Chip Production in Japan’s $17B AI Expansion Push - Parameter — Newton Kitonga
- Apple-TSMC: The Partnership That Built Modern Semiconductors — Sravan Kundojjala
- AI Has a data problem, cascading breaches, and the weekly news – Dimitri Sirota – ESW #459 — SC Media
AI Has a data problem, cascading breaches, and the weekly news – Dimitri Sirota – ESW #459 | SC Media Subscribe Share Full episode and show notes # AI Has a data problem, cascading breaches, and the weekly news – Dimitri Sirota – ESW #459 Interview with Dimitri Sirota from BigID Most organizations think AI risk lives in the model – or the identity. It doesn’t. It lives in the data. In this…
- This Week in Tech: Don't Overcook the Asparagus — This Week in Tech
This Week in Tech: Don't Overcook the Asparagus YouTube Video Audio May 17th 2026 # This Week in Tech 1084 ## Don't Overcook the Asparagus Hosted by Leo Laporte US Tech Titans vs. China’s Rising Innovators New episodes every Sunday. Guests: Harper Reed, Amy Webb Is the era of American tech dominance ending? Get an inside look at how China’s pragmatic approach to AI, robotics, and hardware is…