Is There a Market for Semi Conductors?

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The conventional conclusion at the time was that there was no market. That's why the pureplay foundry idea was so poorly thought of. What very few people saw, and i can't tell you that i saw was the rise of the fabulous industry. I only hoped for it. And then, as you said, but i had better reasons for hoping for it than the people at intela ti and moterola. They vasiclr transferring their losses on producing these chips, ah to tioss. How did they get out of this?

It's time. We dive into the unbelievable history behind the quietest technology giant of them all — and as of recording the world's 9th (!) most valuable company — the Taiwan Semiconductor Manufacturing Company. This story checks every box in the Acquired pantheon of greatness: China, America, MIT, Don Valentine, Silicon Valley, "real men" looking silly, and... moats literally built by lasers. We're not kidding. Pull up a seat and settle in for a great one!

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Episode Sources: https://docs.google.com/document/d/1rQMgQDY5c3Fs5DsjB4cZHVZGdhN4kK-6HapO_r7pjyQ/edit?usp=sharing

Carve Outs:

Ted Lasso (Season 1): https://tv.apple.com/us/show/ted-lasso/umc.cmc.vtoh0mn0xn7t3c643xqonfzy
Greek: https://www.imdb.com/title/tt0976014/
Who is Michael Ovitz?: https://www.amazon.com/dp/B07B2HS77M/

‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.