The fight for TSMC is heating up

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TSMC, Taiwan's semiconductor giant is on top of the world. They completely dominate the chip industry. Yet they may lose due to politics, technical issues, cost issue or all of the above.

The Story Behind - ep. 94

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[TechAltar]

Also fun fact, I now have a Nebula exclusive Class and a Podcast as well!

[woolfel]

I think you're missing an important factor. It's not like Intel, Samsung, TSMC or Global just randomly makes engineering decisions. The key reason is TSMC got ahead is talent. The reason they stayed ahead is they grow the talent to make sure the talent pipeline stays full. Before Gelsinger, Intel had non-engineering executives who failed to nurture talent. One of the first things Gelsinger did when he returned was to bring back the old talent. You can get ASML machines, but without talented engineers you won't be able to deliver.

If Intel wants to take back the lead, they'll need to make sure they setup a culture that nurtures younger engineers to fill the talent pipeline. Without that, Intel will fall behind again when the old guys retire again.

[洗金瓶-lk]

morris is an elderly person who is respected by all Taiwanese.Taiwanese people are very grateful to him.

[robertlee]

The story of Morris Chang is impressive. His education, his work experience, then as a CEO, surpassed many of his contemporaries in the industry. It would be a shame if his greatest investment in the US, is scuttled by some politician's misguided vision of "Buy US made". Chang is, after all, one of the greatest engineers to have worked his entire career at Texas Instruments.

[ksawerykaminski]

USA does have big reason to protect Taiwan at all cost. The whole world is almost revovled around by TSMC and ASML.

[rfvtgbzhn]

16:01 it will occur at some time, because there are physical limits on how small you can make structures. Some estimate it is at 2-3 nm, so we are not far from it. Density might be increased a bit further after that with chip stacking, but this will reach thermal limits at some point.

[ShankayLoveLadyL]

Alright, you managed to convince me, I'll go to nebula next week and get the subscription, because the interview should be highly educative and very interesting.
It's just wonderful to see this very old channel stick to it's roots and always high quality content. Respectful salute to you Sir.

[LZentertainments]

It's hard to describe just how value a video like this is to me. Thank you so much. This is exactly the content I live for. You condense so much valuable knowledge into something understandable for everyone. There are so many wrong assumptions and misinformation surrounding a company like TSMC, but you find a way to legitimacy inform people, through your unique understanding of both very tangible technology and the business world.

I would so love for more content in the style of this video, for other technology companies - both big and small, but in particular those who are underestimated or highly complex.

[wenceslaolopez]

Much appreciated video. If I may give a suggestion: A date of reference for the charts would help to give some perspective on the given information, specially on market-related figures. Because your analysis is quite good, when people visit this videos in the future, the original dates of the data help setting it on the current timeframe.

Again, thank you for your content.

[ibejeph]

Just found your channel. Great stuff. Thanks for the video!

[wowbuthow]

Thanks for this! Was looking all over for info on this, and nobody did it like you do!

[kmir]

I wish I had channels like these in my youth to get me interested in topics that seemed so 'mundane' to me when I was studying.

[jimmcnevin]

Awesome, highly informative, and educational as usual!

[williamchen]

I just want the best for tsmc’s ceo, and the best for Taiwan 🇹🇼

[JJRicks]

6:43 is that Fab 42???? I recognize that bay, it looks like the upper 800s. Ah I miss 42

[floatx]

I just recently stumbled upon your channel. I really enjoy your saturday chillout podcast. I like both your voices, they are nice to listen to

[Dahneey]

Maybe I'm in the wrong here, but it would be better phrased as "TSMC hasn't made a bad decision that hurt them in the long run." They've been on a roll since 16 nm, but before that they invested in 32nm and scrapped it later due to not having enough buyers (Radeon HD 6000 series kinda sucked due to being stuck on 40 nm), and their late jump to FinFET meant that their 20 nm process still used planar technology, and was really bad in terms of leakage (Snapdragon 810 was very much a victim of that, also the reason for Nvidia keeping Maxwell on 28 nm).

[cvdavis]

Great overview. Clear, concise and provides link to more information. Thanks

[Thesm]

TSMC is on a list of companies worldwide that must be protected at all costs, a consideration that China must take seriously. The Arizona Fab, which is under construction at the moment, may find problems at the initial start-up of production, this may take some time before all the glitches and snags have been ironed out, before full-scale production. Taking water from the already depleted aquifer may not provide suitably consistent quality. The osmosis process for returning the used water to the aquifer may have problems attaining a suitable standard of purity, considering the chemicals used in the preparation of the silicone discs.

[sauravagarwal]

Who would've known that TSMC might have turned that smile curve into a Frown curve!