Great Tech Firms · Internet & AI
TSMC
Morris Chang's pure-play foundry: why manufacturing chips for others changed the industry, scale and learning curves, EUV, its near-monopoly at the leading edge, Arizona and Japan fabs, and the geopolitics of Taiwan.
Step 1 of 6 · Overview30 min read ·
Key idea
Prereqs: Semiconductors; Nvidia. Next: Tech geopolitics: chips & AI. Sources: TSMC annual reports; Chris Miller, *Chip War* (2022); Acquired, 'TSMC' episode.Next: 1. The idea