Strait Forward

Special Competitive Studies Project - SCSP

Strait Forward is a podcast series from the Special Competitive Studies Project (SCSP), where Channing Lee takes a deep-dive into Taiwan, the island at the forefront of technological innovation and the global fight for democracy. Hear Taiwanese experts discuss geopolitics, technology, and culture.

  1. vor 2 Tagen

    Why Taiwan Didn’t Steal America’s Chip Industry (Pt. 2: Institutional Ecosystem)

    Political rhetoric often relies on simple villains, and few narratives are as convenient — or as fundamentally flawed — as the claim that Taiwan "stole" America's semiconductor industry. In this second episode of Strait Forward's three-part miniseries, host Channing Lee continues debunking this myth by examining the institution at the heart of Taiwan's chip story: the Industrial Technology Research Institute (ITRI).  Channing sits down with Stephen Su, Senior Vice President at ITRI, to trace how a single 1974 breakfast meeting between Taiwanese officials led to a pivotal technology licensing agreement with RCA — bringing 36 researchers to the US for a year of training that would seed Taiwan's entire semiconductor foundry industry. Su walks through how ITRI incubated both UMC and TSMC as spinoff companies, and explains why he attributes only a small fraction of Taiwan's success to luck — the rest coming from decades of sustained hard work once that initial opportunity was in place.  The conversation also explores TSMC's deeply global supplier ecosystem, ITRI's ongoing research partnerships with US universities like Stanford, Berkeley, CMU, and MIT, and Su's framework for understanding Taiwan's evolving role — from "Made in Taiwan," to "Made by Taiwan" overseas, to what he argues must become "Made with Taiwan": a model of deep international partnership essential not just for semiconductors, but for the future of AI and quantum computing.    Strait Forward is a podcast by the Special Competitive Studies Project.

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Strait Forward is a podcast series from the Special Competitive Studies Project (SCSP), where Channing Lee takes a deep-dive into Taiwan, the island at the forefront of technological innovation and the global fight for democracy. Hear Taiwanese experts discuss geopolitics, technology, and culture.

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