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Trust Dynamics in the Semiconductor Industry
This chapter explores the contrasting trust levels customers have towards TSMC compared to Intel, emphasizing TSMC's emergence as a key supplier for Apple. It highlights leadership dynamics, corporate strategies, and the challenges faced during significant negotiations, including the complexities of pricing strategies and the impact of the learning curve. The narrative also reflects on important historical partnerships, particularly the shift from IBM to TSMC and its implications for competition in the semiconductor landscape.