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18min chapter
Platforms and Power (with Hamilton Helmer and Chenyi Shi)
Acquired
Strategic Dynamics in the Semiconductor Industry
This chapter explores the competitive landscape of the semiconductor industry, focusing on the rivalry between TSMC and Intel. It emphasizes TSMC's strategic decisions to prioritize long-term customer loyalty over immediate profits, as well as the evolving operational models within tech companies like Apple. The discussion also highlights the role of critical upstream suppliers like ASML and the complex interplay between technological investment, customer commitment, and competitive advantage.
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