cover of episode TSMC (Remastered)

TSMC (Remastered)

2025/1/21
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Ben Gilbert 和 David Rosenthal：台积电的成功源于其独特的商业模式——纯晶圆代工。它专注于芯片制造，为众多科技公司提供服务，包括苹果、英伟达等巨头。台积电的成功也离不开张忠谋的远见卓识和领导力，以及其在技术创新和成本控制方面的优势。然而，台积电的地理位置也使其面临地缘政治风险。 Ben Gilbert 和 David Rosenthal：台积电的成功是建立在对半导体产业发展趋势的准确把握之上的。他们预见了无晶圆厂模式的兴起，并成功地成为了该模式下的领导者。台积电的成功也离不开其在技术创新和成本控制方面的优势，以及与客户的良好合作关系。地缘政治因素是台积电面临的一个重要挑战。

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This remastered episode revisits the incredible journey of TSMC, the world's leading semiconductor manufacturer. From its humble beginnings in 1987 to its current status as a trillion-dollar company, TSMC's story is one of innovation and perseverance.
  • TSMC's market cap has doubled since 2021, reaching over a trillion dollars.
  • TSMC is a key manufacturer for leading tech companies like Nvidia, Apple, and Intel.
  • TSMC's location in Taiwan presents geopolitical complexities.

Shownotes Transcript

We dive into the unbelievable and unlikely history behind the quietest technology giant of them all: the Taiwan Semiconductor Manufacturing Company. Founded in 1987 by the then-56 year old Morris Chang, already a legend in the semiconductor industry by virtue of his meteoric rise and fall at Texas Instruments, TSMC today manufactures nearly all the leading-edge chips for Nvidia, Apple, Broadcom, Qualcomm, AMD, and yes — even Intel. Tune in for an incredible story of innovation, perseverance and lasers. Lots and lots of lasers!

Note: this is a remastered version of our original 2021 episode. We don’t often re-release old episodes, but in this case we have a very timely reason for doing so. Stay tuned! :)

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