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The global tech race is heating up as Elon Musk’s xAI unveils its next-gen AI model, Grok 3, while Chinese competitors like DeepSeek continue to rise. Musk’s AI strategy has significant implications for the ongoing U.S.-China tech rivalry, especially in the semiconductor sector. Taiwan’s role in this competition is crucial, with TSMC’s $100 billion U.S. investment playing a pivotal part in shaping the future of AI and chip supremacy. And how these developments will impact Taiwan’s geopolitical position, its semiconductor industry, and global tech dynamics? Our guests are: Ju-chun Ko Legislator (KMT) Wen-ti Sung Atlantic Council Global China Hub Non-Resident Fellow Chapters 00:00:00 – AI Race Among Tech Giants 00:00:46 – AI Rivalry Intensifies: U.S. & China 00:01:08 – What Sets Musk’s AI Strategy Apart? 00:04:03 – Risks of China’s DeepSeek AI 00:09:26 – Insight: AI Race Between U.S. & China 00:10:26 – Can Chinese AI Companies Compete with Musk? 00:13:38 – Musk’s role in U.S.-China relations 00:17:06 – Key Factors for AI Victory 00:21:40 – Will TSMC’s U.S. Investment Help Taiwan? 00:24:59 – Trump 2.0 Policies Affect Taiwan