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TSMC: Semiconductors and Borders of Light

The Generalist

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TSMC's a Pure Play Foundry, Not a Foundry

TSMC shot ahead of Intel thanks to its savvy handling of the mobile opportunity in the 2010s. If Google and Amazon's forays indicate a broader trend, we may see more companies attempt to build custom semiconductors. As it is a pure play foundry, TSMC is a credibly neutral collaborator. The best of them are made by just one company on an island no greater than 90 miles across.

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