Taiwanology 天下雜誌
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The Taiwanology podcast is produced by Taiwan’s CommonWealth Magazine, where we discuss Taiwan’s geopolitics, technology and culture, and why they matter to the rest of the world.
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【Taiwanology Ep.25】How can Taiwan build more renewable energy?
As global buyers like Apple and Nike ramp up pressure on their supply chain to decarbonize, everyone in Taiwan seems to want more renewable energy: from chip makers like TSMC to smaller manufacturers of nuts and bolts. But the pace has been slower than expected. In 2023, renewables accounted for a mere 10% of Taiwan's electricity consumption, and will surely fall short of its target of 20% by 2025. Can this be fixed? How badly does Taiwan really want renewable energy, and is anyone prepared to pay for it?
7:20 - What are the challenges facing Taiwan's renewable energy in general/
10:58 - Why is solar deployment in Taiwan so difficult?
18:40 - What headwinds is Taiwan facing in offshore wind?
28:23 - Exploring Taiwan's untapped geothermal energy potential
31:03 - What to do going forward/
Host: Kwangyin Liu
Guest: Raoul Kubitschek, managing director of NIRAS Taiwan
Producers: Weiru Wang, Ian Huang
*Read more about how Taiwan's renewable obstacles:
https://english.cw.com.tw/article/article.action?id=3672
*Share your thoughts: bill@cw.com.tw
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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【Taiwanology Ep.24】How worried should we be about China's exporting deflation?
Pundits and policymakers in the US and Europe are increasingly worried that, as China's economy slows down, China’s excess manufacturing capacity might overflow the world with cheap imports, ranging from steel, solar panels, to electric cars. Moreover, what's looming on the horizon are legacy semiconductors. How worried should we be? What can be done to mitigate the impact of Chinese overcapacity?
5:00 - In global trade, we have seen "China shock" before. What's different this time?
7:27 - The three major impacts brought by the Chinese overcapacity
8:55 - Will there be Chinese overcapacity in semiconductors?
15:25 - Why is it unlikely for cheap EVs to flood Taiwan streets?
21:36 - What would be the impacts if China increases domestic chip production and utilization?
Host: Kwangyin Liu
Guest: Silva Shih, China editor, CommonWealth Magazine
Producers: Weiru Wang, Ian Huang
*Read more about how China's overcapacity impacts world economy:
https://english.cw.com.tw/article/article.action?id=3670
*Share your thoughts: bill@cw.com.tw
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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【Taiwanology Ep.23】What’s behind Taiwan’s ETF craze?
An ETF allows an investor to invest in a basket of different investments. For some reason, high dividend ETF products have been all the rage in Taiwan in recent years. According to J.P. Morgan Asset Management, Taiwan's ETF asset size saw the highest in the world, growing 23-fold over the past five years. Why are Taiwanese investors so obsessed with high dividend ETFs? What does it tell us about Taiwan’s investment environment? Our money correspondent Lisa Lin helps us unpack this phenomenon.
6:13 - How popular is high-dividend ETF in Taiwan?
10:01 - Why do Taiwanese investors love this kind of ETF?
19:20 - Why are Taiwan's real estate prices so high?
23:45 - How to introduce more products for Taiwanese to invest in
Host: Kwangyin Liu
Guest: Lisa Lin, Finance Correspondent, CommonWealth Magazine
Producers: Weiru Wang, Ian Huang
*Read more about Taiwan's high-dividend ETF craze: https://bit.ly/3vLxACQ
*Share your thoughts: bill@cw.com.tw
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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【Taiwanology Ep.22】How Taiwan can grow its population
With an aging population and the world's lowest birth rate, Taiwan is grappling with a demographic imbalance that threatens its economic vitality. Join us as we explore why revamping immigration regulations to attract international talent is crucial now. To delve deep into this issue, we talk with David Chang, who has been championing more inclusion for international citizens in Taiwan. Find out why he thinks Taiwan also needs to ease the regulations for dual citizenship.
12:00 - Why Taiwan needs an immigration policy
21:01 - Wait, only Japanese immigrants were eligible for disability benefits?
25:08 - Taiwan's need to streamline its citizenship application process
30:00 - What the response to Indian migrant workers said about Taiwan
33:03 - Taiwan's growing digital nomadism
Host: Kwangyin Liu
Guest: David Chang, Founder & Secretary-general of Crossroads(社團法人台灣全球連結發展協會)
Producers: Weiru Wang, Ian Huang
*Read more about Taiwan's immigration issue: https://bit.ly/3Px1P71
*Share your thoughts: bill@cw.com.tw
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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【Taiwanology Ep.21】Japan's Chip Revival: TSMC's Touch
On February 24th, Japan Advanced Semiconductor Manufacturing (JASM) inaugurated its state-of-the-art facility in Kumamoto, marking a pivotal moment in Japan's semiconductor landscape. This milestone is underscored by several remarkable achievements: JASM secured the highest subsidies ever granted by the Japanese government, completed construction in a record-breaking timeframe of under two years, and is poised to lead Japan in producing cutting-edge semiconductor chips. This venture holds immense significance as it raises the question: Can it breathe new life into Japan's somewhat dormant semiconductor industry?
6:10 - Why did TSMC choose to be in Kumamoto?
7:30 - What are the lives like for the engineers?
10:00 - What contributed to the decline of Japan's chip industry?
14:25 - Why TSMC fabs in Arizona and Kumamoto experience different speed
17:40 - Who will be JASM's major customers?
Host: Kwangyin Liu
Guests: Yixuan Lin, CommonWealth reporter
Producers: Weiru Wang, Ian Huang
*Read more about the Japan-Taiwan chip alliance: https://english.cw.com.tw/article/article.action?id=3637
*Share your thoughts: bill@cw.com.tw
*Listen to the Japanese song on semiconductors: https://www.youtube.com/watch?v=fZ3UEgPgXqs
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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【Taiwanology Ep.20】What Shein tells us about China's sinking market
In the US, Shein was the most downloaded fashion app in 2022. Influencers showcase "Shein hauls" featuring bags of clothing at unbelievably low prices, like 3-dollar tops or 5-dollar jeans. How can Shein be so cheap? And at what cost? A group of CommonWealth reporters travelled to the shouthern Chinese city of Guanzhou, where thousands of small workshops churn out new styles quickly each week. What they saw and hear blew their mind.
4:04 - Why is Shein so popular among American teens?
7:00 - How does Shein compete with Zara?
10:20 - How Shein achieved "ultra-fast fasion"
12:24 - What the unique "urban villages" has to do with Shein's cheapness
16:11 - What's the working condition like in the workshops?
19:27 - Shein's lesson for Taiwan's supply chain
Host: Kwangyin Liu
Guests: Ashley Lo, David Shen, Charo Wu, CommonWealth reporters
Producers: Weiru Wang, Ian Huang
*Read more about Shein: https://english.cw.com.tw/article/article.action?id=3625
*Share your thoughts: bill@cw.com.tw
留言告訴我你對這一集的想法: https://open.firstory.me/user/cledx9shs004801v3cmkogc7e/comments
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Customer Reviews
Excellent Coverage
This podcast is a rare gem providing deep coverage of domestic Taiwanese issues in English. A must for anyone wanting to get a sense of current affairs and the relevant actors in Taiwan.
Highly recommend this podcast
As a Taiwanese American, this episode has easily become my favorite to showcase the bridge between Taiwan's story and its relation to the rest of the world. Conversations are quick, easy to listen to and straight to the point. Looking forward to more episodes!
A great podcast to understand Taiwan!
This is a fantastic podcast show to better understand Taiwanese perspectives in English