How Apple Changed TSMC

In this video I want to chronicle a beautiful relationship. One that made Apple a trillion dollar company and put TSMC on the cutting edge of semiconductor manufacturing. And how TSMC, Taiwan's most valuable company, changed its entire product strategy to accommodate Apple, the most valuable company in the world.

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[ymh_tw]

TSMC is part of Taiwan's national defense project "Silicon Shield". Unless threat from China has been gone forever, Taiwanese Gov will not consider any change to ease the control. On the other hand, TSMC has the privilege to purchase land, energy and gain labor resource in Taiwan. 2021 summer Taiwan just went through a critical water shortage, Taiwanese government choose to water cut the household usage rather than TSMC factories.

[zeframcochrane]

It's amazing that there are so few views/comments for a subject that literally is about the heart of all the smart devices we use in the modern connected world. I think that most people will zone out after the first minute of technical terminology.

[Zincgton]

Brilliant short summary. I really like this channel.

[laguy]

"The control is not for any price." Well said.

[hermangouw]

Greetings from Down Under ... found your videos for the first time today ... had a binge watching about 10-15 videos ... mostly about semiconductors.
Really enjoyed them ... thank you for your great work.

[feta_cheesecake]

I remember my first time ever hearing about TSMC was during the whole A9 fiasco. I ended up getting an iPhone 6s in 2016, checked CPU info, it had a TSMC chip inside. I still have it hidden in a drawer somewhere to this day, and it still works just fine.

[ishchen]

How Taiwan changed the world. AMD and Nvidia's CEOs are both Taiwanese American. Also, TSMC is leading the tech industries. Even Youtube's founder Steve Chen is Taiwanese. I am not surprised with this small country's fantastic if you know how Taiwan handle Covid19 and even Taiwan is
boycotted by WHO and China from the world's organizations.

[Ferocious_Imbecile]

Like B1M and Coreteks this is an excellent YT channel; always the best subjects presented with intellectual caution and precision. I particularly like the way you cite scientific papers and even court documents making it easy to find them and download them as PDFs. It's good to be subscribed. Thanks.

[crosswalk-danger-tw]

Love your work on TSMC. Keep it coming :)

[irishtino]

Another great video, thank you. I remember when Apple was on life support and the stock was $12-$14 a share. Shows how things can suddenly shift.

[piercemoen]

This channel constantly reminds me how much big-deal stuff exists that I had never even thought about thinking about. Great videos with amazing variety! Also you’ve uploaded so much recently dude omg like how did you make this much content my guy.

[shazmosushi]

New video from YouTube's most underrated channel? Time to stop what I'm doing and watch it :)

[brendan]

Man, the last minute if this video got fckn raunchy. Incredible work. Thank you.

[arnold]

How come this channel has fewer than 50K subs? The content is brief but very understandable. The world misses this one badly. Subscribed to this channel now!

[dudoji]

@1:50 One correction. It's not Samsung's mobile division that led Apple to turn to TSMC for its SoC fabrication, but the fact that Samsung had its own competing Exynos SoC line. Apple still uses Samsung components in battery and display.

[bujin]

9:53. For all the reasons mentioned, as well as, what does Apple gain from buying TSMC, other than taking on HUGE engineering costs and execution risks? AMD famously made the mistake of getting into the fab business, and it nearly bankrupted the company. At this point Apple is free to design and engineer their chip designs (where they gain all the integration benefits), then shop for the best fabbing deals in the entire industry, and then use their size and prestige to make sure they are the highest priority customer, all without taking on any of the engineering cost and risk of fab work! (The most expensive, most risky, least appreciated, most commoditized part of the computer industry.) If TSMC ever misses a step, Apple is free to take their business somewhere else. That's much harder to do if you're responsible for the fab work. Just ask Intel and AMD about that. (Though AMD finally managed to shrug that misstep off, over a decade later.) Intel right now is having a hard time making node progress, and it's seriously hurting their chips, and yet, it's hard for them to simply take their fab work somewhere else. Apple getting into fabbing would be the pinnacle of bad leadership and planning.

[ruzzelladrian]

I like how Apple helped accelerate chip innovation. In just 10 years, ARM replaces x86 on Macs.

[NDakota]

Watching this on my M1 Max Macbook Pro. Best computer I've ever owned.

[shazmosushi]

You mentioned Taiwanese contract manufacturing firms Foxconn, Pegatron and Wistron, which are used by literally all the companies in the world, from Apple, to Nintendo, to HP etc. There's probably an interesting story as to why most of the world's best electronics assembly firms are based in Taiwan.

(Well except for Samsung, which owns and operates all their overseas factories, whilst being competitive with TSMC in semiconductors fabrication and being highly competitive consumer electronics company that happens to be the world-leader in OLED displays and flash memory. Samsung really impresses me by the way)

[kaptnhook]

Great video. I Like your channel and your expertise in silicon and semiconductors. Hope to see more.
Greetings from Germany.