
← The Emerging Market Equities Podcast17 dec 2025 · 24 min
Toy factories to TSMC: Taiwan’s transformation
Toy factories to TSMC: Taiwan’s transformation
Taiwan’s journey from low-cost manufacturing to high-tech leadership is nothing short of remarkable. In this episode, Catriona Macnair shares first-hand stories from her recent trip, exploring how the island became essential to AI, semiconductors, and the future of global innovation.