Startup Island TAIWAN Podcast

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Jun 2026

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This is Startup Island TAIWAN Podcast, everything about Taiwan in cutting-edge technology, startup unicorns, and connections to the world. SUBSCRIBE NOW! 👉More news of Taiwan startups: https://meetstartup.pse.is/4jhd5u 👉Follow us on LinkedIn: https://meetstartup.pse.is/4hhbhg Produced by Meet Global, Business Next Media *Special Thanks: Powered by Startup Island TAIWAN Directed by National Development Council Powered by Firstory Hosting

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July 6, 2026Episode 4419 min

EP3-44 | 【AI News】VIVA TECH 2026：Biggest Tech Event in Europe

Step into the high-stakes intersection of heritage and hardware at Viva Tech 2026. This episode dissects how luxury titans like LVMH and L'Oréal are moving beyond mere "Proof of Concepts" (PoCs) into full-scale AI execution. We dive deep into the technical infrastructure of luxury, exploring LVMH's internal MaIA platform, Celine’s CelIA agent, and Louis Vuitton’s strategic use of Digital Twins to augment traditional leather craftsmanship.We also analyze the landmark L'Oréal-OpenAI alliance, the shift toward "Agentic Commerce," and the use of the GPT-Rosalind model for skin microbiome analysis. Furthermore, we highlight the "immediate business readiness" of Taiwanese startups like Perfect Corp and Stytrix, which are redefining virtual try-ons and apparel prototyping. Finally, we reflect on the rising demand for Sovereign AI in Europe and the emergence of tools like Bluefish that monitor brand visibility in the age of generative search.本集節目帶領聽眾深入 Viva Tech 2026 的現場，剖析傳承工藝與前沿硬體的高端交鋒。我們將深入探討 LVMH 與萊雅（L'Oréal）等奢侈品巨頭如何跨越「概念驗證（PoC）」階段，全面進入純粹的 AI 執行力競爭。內容重點聚焦於精品業的技術底層建設，包括 LVMH 的內部 MaIA 平台、Celine 的 CelIA 代理人，以及路易威登（Louis Vuitton）如何利用數位孿生（Digital Twins）技術與電腦視覺來昇華傳統皮革工藝。此外，我們將分析萊雅與 OpenAI 的戰略結盟、「代理人商務（Agentic Commerce）」的崛起，以及利用模型進行皮膚微生態分析的科研突破。同時，本集特別點出台灣新創如玩美移動（Perfect Corp）與如何以具備「即戰力」的演算法壓縮全球供應鏈時程。最後，我們將反思歐洲對「主權 AI（Sovereign AI）」**的追求，以及在生成式搜尋時代監控品牌曝光度的關鍵工具 Bluefish。 Powered by Firstory Hosting

June 29, 2026Episode 4322 min

EP3-43 | 【AI News】The Memory Supercycle: A "Hundred-Year Flood" Sweeping Global Hardware

Welcome to this episode! Today, we dive into the "hundred-year flood" currently hitting the global tech industry: the AI-driven memory supercycle. We explore the pivotal 36 hours in June 2026 when Micron reported record-breaking earnings and Apple took the unprecedented step of hiking prices across its entire hardware lineup without updating any specs. We’ll break down why the traditional memory cycle has failed, the "structural reset" turning RAM into a strategic asset, and the massive impact of High-Bandwidth Memory (HBM) on everyday consumer electronics. Finally, we examine Taiwan's unique position as both a major winner and a vulnerable player in this new silicon landscape. 歡迎收聽本集節目！今天我們將深入探討正席捲全球科技產業的「百年一遇洪水」：由人工智慧驅動的記憶體超級週期。我們將回顧 2026 年 6 月那關鍵的 36 小時——當時美光（Micron）創下破紀錄營收，而蘋果則罕見地在未升級規格的情況下，全面調漲硬體售價。本集將為您解析傳統記憶體週期為何失效、為何「結構性重組」正將隨機存取記憶體（RAM）轉變為戰略資產，以及高頻寬記憶體（HBM）如何衝擊一般消費性電子產品。最後，我們也將分析台灣在這場矽島洪流中，如何同時扮演獲益者與受災者的雙重角色。 Powered by Firstory Hosting

June 15, 2026Episode 4219 min

EP3-42 | 【AI News】The IPO of SpaceX：The Largest IPO in Human History

The commercial space age just went public. SpaceX's $75 billion IPO isn't just a financial record — it's a signal that satellite infrastructure has moved from moonshot to mainstream, and that the companies positioned inside that supply chain are sitting on one of the decade's most durable growth stories. We break down how SpaceX got here: the failed launches, the near-bankruptcy, the engineering bets on reusability that the entire industry said couldn't work — and why it matters that they did.Then we bring it home. Taiwan's role in the new space economy is larger than most people realize — and growing fast. From precision avionics components to a deepening legislative partnership with the United States, Taiwan is building toward a future where its expertise in high-reliability manufacturing becomes as essential to the space industry as it already is to the semiconductor world. If you've been watching Taiwan's tech story and wondering what comes after chips, this episode is your answer.商業太空時代正式登上公開市場。SpaceX 750 億美元的 IPO 不只是一項財務紀錄——它是一個信號，說明衛星基礎建設已從遙不可及的願景走入主流經濟，而那些提前卡位這條供應鏈的企業，正坐擁這十年間最具韌性的成長機會之一。我們將拆解 SpaceX 的崛起之路：那些失敗的發射、瀕臨破產的至暗時刻、以及整個產業都說不可能實現的可重複使用火箭押注——還有這一切為什麼真的成功了。接著，我們把視角拉回台灣。台灣在新太空經濟中扮演的角色，比多數人意識到的更舉足輕重，而且還在快速擴大。從精密航電元件的製造，到與美國持續深化的立法合作框架，台灣正朝著一個明確的未來前進：在高可靠度製造領域積累的專業能力，將成為太空產業不可或缺的核心競爭力——一如它在半導體世界早已證明的地位。如果你一直在關注台灣的科技發展，並且想知道晶片之後的下一章是什麼，這集就是你的答案。 Powered by Firstory Hosting

June 8, 2026Episode 4120 min

EP3-41 |【 VC Talks 】From the Runway to AI Imagery: Fashion’s Next Technological Revolution

In this episode, we sit down with Yusan Lin, founder and CEO of Mirror Mirror AI, to explore how AI is rewriting fashion. She shares how Mirror Mirror AI helps real people license their likeness for AI-generated imagery, while building a more ethical and transparent model marketplace. We also discuss her journey from modeling to AI founder, her a16z Speedrun experience, and why fashion may be entering its next major tech shift.Real people licensing their likeness for AI fashion imageryAI lowering the cost and time of fashion shootsYusan’s a16z Speedrun experienceHow AI may reshape fashionFemale founders in the AI eraMirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）這一集，我們與 Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）對談，聊聊 AI 如何重寫時尚產業的規則。她分享 Mirror Mirror AI 如何協助真實的人們授權自己的肖像，用於 AI 生成的影像，同時打造一個更具倫理、更透明的模特兒媒合市場。我們也談到她從模特兒轉型為 AI 創業者的歷程、她參與 a16z Speedrun 的經驗，以及為什麼時尚可能正迎來下一波重大的科技轉變。本集重點：真實的人如何授權肖像，用於 AI 時尚影像AI 如何壓低時尚攝影的成本與時間Yusan 的 a16z Speedrun 經驗AI 將如何重塑時尚產業AI 時代下的女性創業者📍 About Host: Uly SuGeneral Partner, Addins Venture#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.🔗 LinkedIn: https://www.linkedin.com/in/ulysu/📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

June 1, 2026Episode 4041 min

EP3-40 | 【AI News】Computex / GTC Taipei Open This Week in Taiwan !

Welcome to SIT Podcast. Just a few hours ago, the eyes of the global tech world turned to the Taipei Music Center, where NVIDIA CEO Jensen Huang delivered a GTC Taipei keynote that sent a jolt through the industry. As we speak, the doors of Computex 2026 have yet to officially open — but NVIDIA has already seized the moment, declaring the arrival of a "new era of PC."In this episode, we take a close look at three defining trends:1. NVIDIA moves into laptop silicon. After more than a decade away, NVIDIA returns to the consumer CPU arena with the N1 and N1X chips. According to supply-chain reports, the high-performance N1X is said to feature a 20-core Arm CPU and Blackwell-architecture graphics, with performance reportedly compared to the desktop-class RTX 5070. More significantly, this could mean the CUDA ecosystem running natively on a Windows-on-Arm laptop for the first time.2. Taiwan — the center of global AI. In his keynote, Huang revealed that NVIDIA's annual spending in Taiwan has grown to roughly $100 billion. The company is also planning an overseas headquarters called "Constellation," reportedly slated to open around 2030 and house some 4,000 employees. From TSMC's manufacturing to Foxconn's assembly, Taiwan has become the heart of what Huang envisions as the AI factory producing computational tokens.3. The rivals respond, and an industry test. Faced with NVIDIA's momentum, Intel has rolled out its Arc G3 chips built for handheld gaming devices, while Qualcomm defends its ground with a $300 entry-level Windows laptop platform. With DRAM and SSD costs climbing, Gartner projects PC prices will rise a notable 17% in 2026 — a real test of what every maker can deliver.歡迎來到 SIT Podcast。就在幾個小時前，全球科技界的目光都聚焦在台北流行音樂中心，NVIDIA 執行長黃仁勳發表了震撼產業的 GTC Taipei 主題演講。此時此刻，Computex 2026 的展覽大門尚未正式開啟，但 NVIDIA 已經先聲奪人，宣告了「PC 新紀元」的到來。在本集節目中，我們將深入解析三大關鍵趨勢：NVIDIA 跨足筆電矽晶片： NVIDIA 睽違十年重回消費型 CPU 戰場，推出 N1 與 N1X 晶片。根據供應鏈報告，高性能的 N1X 據傳搭載 20 核 Arm CPU 與 Blackwell 架構繪圖核心，其性能甚至被拿來與桌機等級的 RTX 5070 相比。更重要的是，這可能代表 CUDA 生態系將首度原生運行於 Windows-on-Arm 筆電。台灣——全球 AI 的中心：黃仁勳在演講中透露，NVIDIA 每年在台灣的支出已增長至約 1,000 億美元。此外，NVIDIA 正計畫興建名為「Constellation」（星座）的海外總部，預計 2030 年啟用，將容納約 4,000 名員工。從台積電的製造到 Foxconn 的組裝，台灣已成為黃仁勳眼中生產「計算代幣」的 AI 工廠核心。競爭對手的回擊與產業逆風：面對 NVIDIA 的強勢，Intel 隨即推出專為掌上型遊戲機設計的 Arc G3 晶片，Qualcomm 則以 300 美元的低價 Windows 筆電平台防守市場。然而，在 DRAM 與 SSD 成本飆升的壓力下，Gartner 預測 2026 年 PC 價格將大幅上漲 17%，這對所有廠商來說都是嚴峻的考驗。📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

May 25, 2026Episode 3924 min

EP3-39 | 【 VC Talks 】Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem

EP 3-39 | Beyond the Fab: What It Really Takes to Build a Semiconductor Ecosystem ft. Jillian Sun,TCIP Semiconductor Policy Researcher, xMEMS Labs節目主持人 Uly Su 邀請曾在台灣資本市場深耕九年、後赴史丹佛商學院深造，現於柏克萊大學研究美國 CHIPS Act 政策的 Jillian Sun，從供應鏈結構出發，帶聽眾系統性地理解這個產業的全貌：從上游的 IP 授權、EDA 設計工具、設備製造商，到中游的晶圓代工廠，再到下游封裝測試，每個環節都是高度專業化、難以複製的知識積累。節目中，Jillian 以新竹科學園區為例，說明台灣半導體產業成功的關鍵不只是資金，而是供應鏈在地理上的高度集中——騎摩托車一小時內就能走完上下游——以及跨公司、跨領域人才高強度協作解決問題的文化。對照美國推動半導體回流的現況，她指出建廠成本約為亞洲的五倍，加上人才、法規、材料取得等結構性挑戰，美國真正的優勢或許在於軟體與 AI 驅動的 EDA 新創，以及即將到來的 Edge AI 與矽光子技術浪潮。Building a fab is just the beginning — the real challenge is building an ecosystem. In this episode, Uly Su sits down with Jillian Sun, a former Taiwan capital market specialist turned Stanford GSB graduate and Berkeley researcher studying the US semiconductor industry under the CHIPS Act. Jillian walks through the full semiconductor supply chain — from IP licensing and EDA design tools to foundries, advanced packaging, and manufacturing equipment — giving a clear-eyed picture of just how many layers of specialized knowledge hold this industry together.Drawing on Taiwan's Hsinchu Science Park as a reference point, Jillian explains why geographic density and deep cross-company collaboration are as important as capital investment — and why the US faces structural headwinds that go well beyond funding, from construction costs running roughly five times higher than Asia to permitting complexity and talent pipelines. Her view on where the US should focus: lean into its startup ecosystem, AI-accelerated EDA tooling, and the coming wave of edge AI and silicon photonics, rather than trying to replicate Asia's manufacturing base through sheer capital force.📍 About Host: Uly SuGeneral Partner, Addins Venture#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.🔗 LinkedIn: https://www.linkedin.com/in/ulysu/📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

May 18, 2026Episode 3816 min

EP3-38 | 【AI News】The AI Consulting War：OpenAI and Anthropic Enter Services Market

In May 2026, OpenAI and Anthropic launched a combined $5.5 billion assault on the $375 billion enterprise consulting market. OpenAI’s $4 billion "DeployCo" targets Fortune-scale giants by directly embedding engineers into client teams, while Anthropic’s $1.5 billion venture focuses on mid-sized companies. Both tech giants realize that great AI models aren't enough—the real competitive advantage and money lie in actual implementation. They are no longer just building models, but transforming into a new kind of consulting firm to directly compete with heavyweights like McKinsey and Accenture.2026年5月，OpenAI 與 Anthropic 豪擲 55 億美元，聯手突襲價值高達 3,750 億美元的企業顧問市場。OpenAI 斥資 40 億美元成立「DeployCo」，主攻大型企業並將工程師直接派駐客戶端解決痛點；Anthropic 則透過 15 億美元的合資企業鎖定中型公司。兩大 AI 巨頭皆看清殘酷現實：光有最強的 AI 模型已經不夠，真正的商機與競爭優勢在於將 AI 成功落地實作。他們正從單純的模型供應商，正式轉變為麥肯錫與埃森哲等傳統顧問巨頭的致命競爭對手。📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

May 12, 2026Episode 3722 min

EP3-37 | What Makes AI Leaders Different? The Taiwan Connection Behind Jensen Huang and the AI Boom

NVIDIA GTC has outgrown the label of "tech conference" — it's now the annual convergence point of the entire AI ecosystem, where chips, software, robotics, and autonomous systems share the same floor, with an energy so dense that finding a parking spot takes two hours. In this episode, Silicon Valley-based veteran tech journalist and consultant Michelle Cheng joins host Uly fresh from GTC to give us a firsthand read on what the conference signals for the industry ahead.Michelle traces the deep ties between Jensen Huang and TSMC founder Morris Chang, and how Jensen's visits to Taiwan consistently bring the entire AI supply chain together at what the media has dubbed the "trillion-dollar banquet." Drawing on her experience covering Silicon Valley through the optical networking era, she maps today's AI infrastructure boom against the longer arc of industry cycles — demand never disappears, it just takes time to mature. She captures the mood of GTC with a drink called "Innovation Cocktail" she picked up at an after party: a blend of excitement and anticipation that defines where Silicon Valley stands right now.The episode closes on Jensen's own framing from the keynote — intelligence is becoming infrastructure — and Michelle's clear-eyed take: the window into the AI ecosystem is open, and the companies that find their position early tend to benefit the most when the cycle matures.NVIDIA GTC 已經不只是一場技術研討會——它是整個 AI 產業的年度聚合點，晶片、硬體、軟體、機器人、自駕車全在同一個屋簷下，能量之強連停車位都要搶兩個小時。這集邀請長期駐點矽谷、曾創辦科技媒體矽谷辦公室的資深記者兼顧問 Michelle Cheng，從剛結束的 GTC 現場出發，帶我們感受這場盛會的真實溫度。節目中，Michelle 從黃仁勳與台積電創辦人張忠謀的早期淵源，談到每次黃仁勳訪台召集台灣供應鏈夥伴的「兆元晚宴」，具體說明台灣在全球 AI 供應鏈中的結構性角色。她也從親身追蹤過的光纖網路世代出發，對照今天的 AI 基礎設施熱潮，指出產業週期的規律：需求從未消失，只是需要時間成熟。Michelle 用一杯在 GTC after party 喝到、名為「Innovation Cocktail」的調酒，形容當下矽谷興奮與期待交織的氛圍，並引用黃仁勳在 GTC 的核心論點作結——「Intelligence is becoming infrastructure」，AI 生態系的入場窗口正在開啟，能早期找到自己定位的公司，往往才是下一輪週期的最大受益者。📍 About Host: Uly SuGeneral Partner, Addins Venture#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.🔗 LinkedIn: https://www.linkedin.com/in/ulysu/📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

May 4, 2026Episode 3623 min

EP3-36 | 【AI News】Innovation as Taiwan's Defense Backbone

This episode dives into Taiwan's Defense Tech Revolution, exploring how a global semiconductor powerhouse is racing to build an asymmetric "Silicon Shield" to deter regional pressures. Faced with an eight-to-one defense budget gap compared to China, Taiwan is pivoting from a traditional weapons buyer to a strategic producer, aiming to deploy 100,000 drones by 2030. We explore the synergy between the National Chung-Shan Institute of Science and Technology (NCSIST) and international partners to integrate AI and swarming capabilities. Furthermore, we analyze how Taiwan leverages its "non-red" supply chain to become an indispensable node in the global security architecture, while navigating internal political budget battles and the institutional hurdles of fast-tracking semiconductor innovation into the hands of the military.本集節目將探討台灣國防技術的重大革命，分析這座半導體大島如何將其技術實力轉化為不對稱作戰的威懾力量。面對兩岸國防預算達八比一的巨大差距，台灣正從單純的武器買家轉型為研發者，目標在 2030 年前部署近十萬架無人機，建立由美製系統、中科院開發及民間商用技術組成的三層防禦體系。我們將深入討論台灣如何利用其「非紅供應鏈」成為全球國防產業的關鍵節點，以及國防創新辦公室（DIO）如何試圖橋接世界級的晶片製造能力與前線戰場應用，在政治僵局與技術挑戰中，打造守護民主的數位矽盾。📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting

April 27, 2026Episode 3529 min

EP3-35 | 【 VC Talks 】The MedTech Visionary: Felix Oen’s Strategy for Clinical Innovation

Physician, entrepreneur, and mentor Felix Oen joins the show to share his insights on the "Golden Age of MedTech" (2022–2032). He breaks down the Biodesign framework—Identify, Innovate, and Implement—emphasizing that engineering brilliance must be validated by clinical science to succeed in the real world. For Taiwanese founders, Felix identifies two "make-or-break" factors for global expansion: partnering with a clinical co-founder and mastering the art of English pitching. He also introduces NeoTILa Biosciences, his venture leveraging computational biology to tackle liver disease in Asian populations. Exploring the transformative power of AI in radiology and drug discovery, Felix predicts that AI will become the cornerstone of healthcare within the next five years. His ultimate vision? Using precision medicine and early detection to eradicate cancer once and for all.本集邀請橫跨醫師、創業家與導師三重身份的 Felix Oen，深入解析 2022 至 2032 年生醫創新的「黃金十年」。Felix 拆解 Biodesign 的核心框架：從識別需求、創新研發到最關鍵的「臨床實踐」，強調工程技術必須與醫學數據驗證緊密結合。針對台灣創業者，他直言「尋找醫師共同創辦人」與「掌握英語簡報力」是進入美國與國際市場的生存關鍵。Felix 同時分享其創辦的 NeoTILa Biosciences 如何利用計算生物學對抗亞洲高發的肝病風險，並剖析 AI 在放射影像與藥物研發中的變革角色。他展望未來五年的醫療體系，期許 AI 成為精準醫療的基石，在極早期階段識別病灶，實現根除癌症的終極願景。📍 About Host: Uly SuGeneral Partner, Addins Venture#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.🔗 LinkedIn: https://www.linkedin.com/in/ulysu/📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley HubWebsite: https://sv.startupisland.tw/LinkedIn: https://www.linkedin.com/company/startup-island-taiwan-sv/Facebook: https://www.facebook.com/people/Startup-Island-Taiwan-Silicon-Valley-Hub/61586221303202/ Powered by Firstory Hosting