Author’s note: You can watch the video before reading the script: The debate to enter the mainland is worthy of a Harvard Business Case Study. Economically, I think the decision was a success. TSMC Nanjing is a dominant player on the mainland and in some estimates is the third largest foundry by itself. The company took some
Taiwan is a small island with a populist leader, who cares about her reelection only and foments belligerence with the mainland. It’s dependency on typhoons for water, rising sea levels are all threats it faces. It’s only a matter of time before the US and China become self reliant in fabricating high end chips. Both these countries were asleep at the wheel, but now have woken up. The battle for supremacy has begun.
I really enjoy reading these transcripts versus the videos for some reason. Thanks for this fascinating read! I can only imagine how difficult it must have been for the Taiwanese leadership to decide to put foundries in the mainland. I'm not very educated on this topic at all so I'll just leave it at that.
How will TSM protect its IP when they begin manufacturing in the US? Don’t they face the same challenge in the US too ?
Taiwan is a small island with a populist leader, who cares about her reelection only and foments belligerence with the mainland. It’s dependency on typhoons for water, rising sea levels are all threats it faces. It’s only a matter of time before the US and China become self reliant in fabricating high end chips. Both these countries were asleep at the wheel, but now have woken up. The battle for supremacy has begun.
I really enjoy reading these transcripts versus the videos for some reason. Thanks for this fascinating read! I can only imagine how difficult it must have been for the Taiwanese leadership to decide to put foundries in the mainland. I'm not very educated on this topic at all so I'll just leave it at that.