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14min chapter
TSMC (Remastered)
Acquired
TSMC: Navigating Semiconductor Power Dynamics
This chapter explores TSMC's dominance in the semiconductor manufacturing landscape, detailing the complexities of technology acquisition and the evolution of fabless companies like NVIDIA. It traces the leadership transitions at TSMC, including the return of a key figure amid economic challenges, while also highlighting the profound impact of the smartphone revolution and the rise of cloud computing. The narrative emphasizes the competitive dynamics between major tech players, particularly Apple and TSMC, showcasing critical partnerships and significant investments that solidified TSMC's market position.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode