Welcome to this episode!

Today, we dive into the "hundred-year flood" currently hitting the global tech industry: the AI-driven memory supercycle. We explore the pivotal 36 hours in June 2026 when Micron reported record-breaking earnings and Apple took the unprecedented step of hiking prices across its entire hardware lineup without updating any specs.

We’ll break down why the traditional memory cycle has failed, the "structural reset" turning RAM into a strategic asset, and the massive impact of High-Bandwidth Memory (HBM) on everyday consumer electronics. Finally, we examine Taiwan's unique position as both a major winner and a vulnerable player in this new silicon landscape.

歡迎收聽本集節目！

今天我們將深入探討正席捲全球科技產業的「百年一遇洪水」：由人工智慧驅動的記憶體超級週期。我們將回顧 2026 年 6 月那關鍵的 36 小時——當時美光（Micron）創下破紀錄營收，而蘋果則罕見地在未升級規格的情況下，全面調漲硬體售價。

本集將為您解析傳統記憶體週期為何失效、為何「結構性重組」正將隨機存取記憶體（RAM）轉變為戰略資產，以及高頻寬記憶體（HBM）如何衝擊一般消費性電子產品。最後，我們也將分析台灣在這場矽島洪流中，如何同時扮演獲益者與受災者的雙重角色。

The commercial space age just went public. SpaceX's $75 billion IPO isn't just a financial record — it's a signal that satellite infrastructure has moved from moonshot to mainstream, and that the companies positioned inside that supply chain are sitting on one of the decade's most durable growth stories. We break down how SpaceX got here: the failed launches, the near-bankruptcy, the engineering bets on reusability that the entire industry said couldn't work — and why it matters that they did.

Then we bring it home. Taiwan's role in the new space economy is larger than most people realize — and growing fast. From precision avionics components to a deepening legislative partnership with the United States, Taiwan is building toward a future where its expertise in high-reliability manufacturing becomes as essential to the space industry as it already is to the semiconductor world. If you've been watching Taiwan's tech story and wondering what comes after chips, this episode is your answer.

商業太空時代正式登上公開市場。SpaceX 750 億美元的 IPO 不只是一項財務紀錄——它是一個信號，說明衛星基礎建設已從遙不可及的願景走入主流經濟，而那些提前卡位這條供應鏈的企業，正坐擁這十年間最具韌性的成長機會之一。我們將拆解 SpaceX 的崛起之路：那些失敗的發射、瀕臨破產的至暗時刻、以及整個產業都說不可能實現的可重複使用火箭押注——還有這一切為什麼真的成功了。

接著，我們把視角拉回台灣。台灣在新太空經濟中扮演的角色，比多數人意識到的更舉足輕重，而且還在快速擴大。從精密航電元件的製造，到與美國持續深化的立法合作框架，台灣正朝著一個明確的未來前進：在高可靠度製造領域積累的專業能力，將成為太空產業不可或缺的核心競爭力——一如它在半導體世界早已證明的地位。如果你一直在關注台灣的科技發展，並且想知道晶片之後的下一章是什麼，這集就是你的答案。

In this episode, we sit down with Yusan Lin, founder and CEO of Mirror Mirror AI, to explore how AI is rewriting fashion. She shares how Mirror Mirror AI helps real people license their likeness for AI-generated imagery, while building a more ethical and transparent model marketplace. We also discuss her journey from modeling to AI founder, her a16z Speedrun experience, and why fashion may be entering its next major tech shift.

• Real people licensing their likeness for AI fashion imagery
• AI lowering the cost and time of fashion shoots
• Yusan’s a16z Speedrun experience
• How AI may reshape fashion
• Female founders in the AI era

Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）

這一集，我們與 Mirror Mirror AI 創辦人暨執行長 Yusan Lin（林郁珊）對談，聊聊 AI 如何重寫時尚產業的規則。她分享 Mirror Mirror AI 如何協助真實的人們授權自己的肖像，用於 AI 生成的影像，同時打造一個更具倫理、更透明的模特兒媒合市場。我們也談到她從模特兒轉型為 AI 創業者的歷程、她參與 a16z Speedrun 的經驗，以及為什麼時尚可能正迎來下一波重大的科技轉變。

本集重點：

• 真實的人如何授權肖像，用於 AI 時尚影像
• AI 如何壓低時尚攝影的成本與時間
• Yusan 的 a16z Speedrun 經驗
• AI 將如何重塑時尚產業
• AI 時代下的女性創業者

📍 About Host: Uly Su
General Partner, Addins Venture
#CrossBorderMentor #StartupExpansion #TaiwanToSiliconValley
🌏 A cross-border mentor who supports startups in entering global markets, with deep experience in fundraising, talent strategy, and international operations across the U.S. and Taiwan.
🔗 LinkedIn: https://www.linkedin.com/in/ulysu/

📚 Learn more about Taiwan’s startup ecosystem 👉🏼 https://meetstartup.pse.is/4jhd5u

🚀 Stay connected with Taiwan–Silicon Valley innovation via the Startup Island TAIWAN Silicon Valley Hub
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