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18min chapter
New COLD WAR Over Computer Chips? w/ Chris Miller (#391)
Into the Impossible With Brian Keating
The Challenges of Replicating TSMC's Scale and Success
This chapter explores the difficulty of replicating the scale and success of TSMC, the world's largest chip maker. It discusses the advantages TSMC has in terms of lower unit costs, economies of learning, and cutting-edge technology. The chapter also highlights the challenge of building up the level of scale and investment that TSMC has achieved.
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