S1E7: TSMC and Taiwan's semiconductor industry, all started 40 years ago at a soy milk restaurant

2022-11-25·40 分鐘

本集介紹

Warren Buffett announced last week that he bought TSMC Stock - American Depositary Receipts (ADR), which is worth more than 4.1 billion dollars. This is a rare major investment in the technology sector by Buffett's conglomerate. How is TSMC favored by international investors?

Be Everyone's Foundry, that is the main strategy of TSMC. In the 1980s, Taiwanese government planned to cultivate the semiconductor industry for Taiwan's economic development. Then, TSMC was founded.

TSMC's achievement lies in changing the global semiconductor division of labor. Before Morris Chang, wafer foundry was considered an impossible task since customers were afraid of leaking or plagiarizing chip designs, so they were reluctant to hand over chips to foundries for manufacturing. However, TSMC has persuaded a huge number of companies with its high-standard integrity management. TSMC has now become the largest semiconductor fabrication plant in the world.

Outline :
📀 Beginning: reasons behind TSMC’s foundation
📀 Development: significant players in TSMC’s history
📀 Competition: ITRI, UMC and TSMC
📀 Summit: No.1 semiconductor manufacturer in the world
📀 Reflection: the inspiration of TSMC’s huge success

Host:Asianometry, Deep tech channel with 350k followers, still growing
Guest: Tim Koay, Historian on Taiwan Early Stage Semiconductor Initiative

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