TSMC
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Foundations of the Semiconductor Revolution
This chapter explores the inception of a pure play foundry model in semiconductor manufacturing, focusing on the initial challenges and skepticism faced by the pioneers, particularly Morris Chang and TSMC. It highlights the collaborative evolution of TSMC and ARM as pivotal forces in the industry, alongside the emergence of specialized roles such as EDA companies. The discussion showcases the intricate value chain in semiconductor manufacturing, emphasizing the significance of Intellectual Property and the roles of key players like ASML in shaping the future of technology.
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