AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
TSMC
Acquired
Is There a Market for Fabs?
In the two thousand a m d would spin out, it's fabs and go fabuless global foundries. Lik if you wanted to be a real semi conductor company, you made your own ships. Assembling an iphone is completely different than taking a brand new design for next gene an ship and manufacturing that chip. One is manufacturing and one is alchemy. The alchemy can only be done by alchemists.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode