Sharp Tech with Ben Thompson cover image

CHIPS History and Pelosi’s Taiwan Visit

Sharp Tech with Ben Thompson

00:00

TSMC Takes the Lead in the Foundry Industry

TSMC took the lead on EUV, which was a massive risk and cost tons of money. The reason it costs so much money is you don't have to buy the machine. But for the first while your yields are very low, so you're making 100 chips and only 10 of them work. All this shit is why building a foundry Costs like $15 billion.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app