EP3-12 | Uly VC Talks：Dr. Wesley Chu | U.S. Reindustrialization & the “Made with Taiwan” Era

本集帶你理解美國再工業化如何重塑全球 AI 基礎建設。從 CHIPS 法案、IRA，到 Project Stargate 等超大型投資，美國正以高速擴建算力需求所需的先進晶片與 AI 工廠。Dr. Wesley Chu 說明，這波建設浪潮的核心仍深度倚賴臺灣供應鏈，從先進製程、封裝，到 AI 伺服器與關鍵硬體。

節目也討論「Made in Taiwan」正逐步轉向「Made with Taiwan」——透過跨國共建 AI 園區、合作打造自動化工廠，臺灣在民主科技生態系的戰略位置進一步提升。同時，全球競爭加劇下，臺灣更需要強化技術保護與供應鏈韌性，確保在新一輪 AI 工業革命中的關鍵角色。

This episode unpacks how the U.S. reindustrialization wave—driven by the CHIPS Act, the IRA, and mega-projects like Project Stargate—is reshaping global AI infrastructure. Dr. Wesley Chu explains why this buildout still relies heavily on Taiwan’s supply chain, spanning advanced semiconductors, packaging, and AI hardware manufacturing.

We also explore the shift from “Made in Taiwan” to “Made with Taiwan,” marked by co-built AI parks and highly automated AI factories. As global competition intensifies, Dr. Chu highlights why Taiwan must strengthen core technology protection and supply-chain resilience to maintain its central role in the democratic technology ecosystem.