The Price of Semi Conductors

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T s m c has taken a commodity business and turned it into one of the biggest motes of all time, totally. Nobody's ever done this since the pre morris days. The other thing is that they already are the largest. They have over 50 % of the market for foundries,. like for all contract manufacturing of chips, and like 95 plus% of the profit. It is also true that they have 90%. market share on the current generation, like the leading edge chip. Lk, you can still buy previous generation o worse technology from for plenty of years to come. And i think t s m c is the only company that can be able to keep up at the

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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