The Next iPhone Is Going to Be Three Nantometers

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In the early two thousands, when t s m c finally caught up to level, the bleeding edge level of technology with other semi conductor companies, there were 22 companies that were at the leading edge. By the mid 20 tens, there are six. A right to day, there are two at five nannimeter process is the current leading edge. Intel has been trying to get there, but they haven't been able to. They've fallen behind. And the next process is going to be three nantometers. T s m cis gong to launch that next year. M by the way, just slip six months.

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/

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